Wealth Management

Whiting & Partners Wealth Management Limited is a subsidiary of the Whiting & Partners accountancy practice, providing independent financial advice & portfolio management services to our clients.

As a Chartered firm of financial planners you can be confident of both high service quality and professional support and advice from our team. We believe that professional independent wealth management can add significant value to individuals and businesses and we pride ourselves in making the difficult decisions a little easier.

Our approach focuses on the ways we can help you live the life you want to live. We work closely with you to provide regular financial check-ups and access to

highly qualified advisers, who keep you frequently updated on all relevant matters that are important to you.

 

Our team offer independent advice regarding:

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

Why choose us?

  • Long-established team of professionals
  • Loyal client base
  • Chartered firm of financial planners

Get in touch with your local office and speak to one of our specialist advisers about our Wealth Management services.

 

Download our Wealth Management leaflet or visit the website to find out more 

 

Whiting & Partners Wealth Management Ltd is authorised & regulated by the Financial Conduct Authority. Registration number 435190



 
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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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