Welcome to Whiting & Partners Wealth Management Ltd
Independent Financial Advisers

12/13 The Crescent
Wisbech
Cambs
PE13 1EH

Tel: 01945 581937
Fax: 01945 660333

Planning to Succeed

We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.

Your needs today could be significantly different to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child's education, or the purchase of a dream home or perhaps for income in your retirement.

No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to consider the effects on others were you to die.

Our expertise is at your disposal

All our advisers are qualified and look to provide you with professional and impartial advice. We always look to find solutions for your needs that work throughout the many different stages of your life.

Insurance and Investment products differ greatly in areas such as tax treatment, charges or investment returns. We constantly monitor the whole market to ensure you receive advice about the product that best meets your needs.

Our Independence

As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best for you.

Our Client Proposition

At Whiting and Partners Wealth Management Limited we believe that professional wealth management can add significant value to individuals and businesses & providing a comprehensive ongoing client review service is integral to successful long term wealth management. We pride ourselves in making the difficult decisions a little easier.

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.

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

Whiting and Partners Wealth Management offer their clients :

A focus on financial planning, not products

• Discussions based on identifying your objectives and the cash flow planning needed, to ensure you live the life you want to live.
• Identifying the right facilities or tax wrappers to be used when needed

Unlimited Telephone & email access to your adviser

• A priority commitment to a response within 24 hours
• Whether it be a questions about your portfolio or you just want a second opinion on a matter important to you

Investment Portfolio Construction

• Using modern scientific risk profiling methodology, as well as discussion, to help you decide on the appropriate amount of risk you wish to take
• Design of a suitable asset allocation in line with this and meeting your objectives
• Providing the most efficient method of accessing your asset allocations market returns
• Including access to institutional pricing and strategies not normally available to private investors

Efficient Portfolio Management

• A portfolio that is regularly monitored
• Online access to full portfolio valuations
• Appropriate rebalancing to control risk and long term returns
• Written and online portfolio valuations

Regular face to face review meetings with your adviser

• 6 monthly or annual review meetings with your adviser
• Financial check ups on your long term cash flow planning towards your needs
• A complete review of your financial planning strategy and any amendments needed to keep you on track
• Helping to sort out the key pieces of post and paperwork that you need to keep or answering any questions you have about them.

Taxation and Estate Planning

• In conjunction with your trusted legal and accountancy advisers

Advice on all aspects of financial planning including :

• Investment Advice
• Retirement planning and pensions
• Regular savings
• Managing your cash
• Protection for you and your family
• Long Term care Planning
• Business Protection / planning
• Trusts and Charities

Transparent Fee based service

• Fees are agreed in advance with our clients, to cover work undertaken on your behalf. These fees are advice based and not related to any product providers commission rates.
• This demonstrates the independence of our advice
• We will advise on the most tax efficient way of paying our advice fees.

Our commitment to learning.

We are committed to investing time and resource into learning, to ensure our advice remains ahead of most and relevant to your needs and those of the ever changing regulations and taxation rules.

Transactional Clients

Please not that non regular i.e., transactional based clients will not have access to all of these services.