Wealth Management

Whiting & Partners Wealth Management Limited is a subsidiary of the Whiting & Partners accountancy practice, providing IFA services to our clients.

We believe that professional independent wealth management can add significant value to individuals and businesses. We pride ourselves in making the difficult decisions a little easier and our experience has demonstrated to us that providing a comprehensive ongoing client review service is integral to successful long term wealth management. As your partner in building wealth and security, we focus on ways that we can help you live the life you want to live. By engaging us you assure yourself of a partner committed to working with you and providing regular financial check ups and access to high qualified advisers, who will keep you up to date on all relevant matters.

Independent advice offered:

  • Investments & deposits
  • Pensions
  • Tax planning
  • Life assurance & other forms of financial protection

Choosing a financial advising partner is one of the most important decisions you will ever make. Take your time and choose wisely; we hope we earn the right to work with you into the future.

 

Link to separate wealth management subsidiary/website: click here



 
Latest Blogs in Wealth Management
 
Adrian Mackenzie
11th February 2017 Investment Choice

Tactical Asset Allocation: A recipe for disappointment ? If world events over the last year or so are anything to go by, then it probably tells us “to expect the unexpected”. Please see the following chart, produced by Vanguard, which we believe demonstrates how difficult it is to predict the performance of various asset classes.…

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David Salmon
29th January 2017 Tapered Annual Allowance

Pension Contributions: Maximum now restricted by tapered annual allowance. The annual allowance is the maximum value of pensions savings that you, your employer and other third parties can pay into your pensions each year without incurring a tax charge. The standard annual allowance for the 2016/17 tax year is £40,000. If you are a high-income individual…

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Andrew Winearls
28th January 2017 State Pension Entitlement

Voluntary Payment of Class 2 NIC by Self-Employed: Protect your state pension ? Self-employed individuals and Partners in trading Partnerships now pay class 2 national insurance contributions annually on 31st January following the end of the tax year through their Self-Assessment Return. Prior to 5th April 2015 those on low incomes had to pay Class…

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Chris Kelly
18th October 2016 Protect Valuable Assets from Business Risks

Once clients have built up a successful business, their focus will naturally evolve from business development to protecting the valuable they have buily up from the risks associated with running a business.

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