About Whitehill Financial Management Ltd

A down-to-earth, friendly, local Chartered Financial Adviser. Investments, savings, pensions, and retirement are my speciality!
A financial adviser since 1994, I’ve got a lot of experience under my belt that will help me to help you!After 20-odd years as an adviser I decided to work towards Chartered Financial Planner status. This is the gold-standard of financial planning, which I achieved in 2016. I then took that to the next level through further examinations and am now a Fellow of the Personal Finance Society in addition to being Chartered.My job is to take someone's financial situation, no matter how simple or complicated it is, and advise on the best solution(s) for your circumstances. At the same time I try to keep things down-to-earth and understandable. I can do techno-babble if you want it, but most don't!I'm a 'general practitioner' IFA, so I cover all areas of financial advice. Most of my work is in investments, income from investments, pensions, retirement and savings. Tax planning and inheritance tax planning also feature frequently, as does mortgage advice and family protection (life insurance etc).
Pensions & retirement: