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



 
Latest Blogs in Wealth Management
 
Keith Day
30th August 2018 Preparing for Retirement

Retiring early is the dream for all of us, it is a chance to do more of what you enjoy, yet unsurprisingly the majority of us have never tried to calculate how much money we will need to save to live comfortably in retirement.  Your likely income needs will depend upon whether in retirement you…

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Jason Jones
30th July 2018 Tax Rules on Holiday Homes

So, you enjoyed your break in a holiday cottage to the extent that you’re considering investing to make money from a similar property of your own. Jason Jones has this advice because a Furnished Holiday Let is a special type of property business where very different tax rules apply.   These Lets can be seen…

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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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Ian Piper
18th October 2016 Asset Protection

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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Ernesta Petkeviciute
3rd February 2015 Pension Schemes

Despite the bad press that pension schemes have received over the last 20 years, there are still many appealing tax, protection and wealth creation features of setting up and running your own pension scheme. The legacy of Robert Maxwell lives on, in the form of the Pensions Act 1995, and all such pensions must now follow…

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