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Whitfield Wealth Management

Get a free quote from this professional

Get a free quote from this professional

About

Our service encompasses tax-efficient investment planning, retirement planning, estate planning and intergenerational wealth management, including mortgages and protection. We provide a truly holistic financial planning service which ensures no stone is left unturned in order to help you reach your long-term financial goals and objectives.

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Q&As

I love the fact that I can build long lasting relationships with my clients, essentially helping them, their family and in some cases their business, grow and be successful and achieve their goals.

I am passionate about what I do and I have a keen interest in investments as this has been my background. I do see myself as a people person and having that trust from my clients to manage their investments is extremely satisfying for me.

I am a family man, first and foremost. I have a daughter who is nearly two and I often used to travel to Europe to see clients. There was a realisation that I had to build something for myself and my family in the UK so I can be around more. Starting my own business was not only a challenge that I relished but also a no brainer as it allows me to be more flexible and pursue that entrepreneur in myself (without sounding too cheesy!)

I have been in the industry for 11 years, helping to preserve and grow my clients capital and retirement funds. In my new company it is refreshing to be able to help my clients with every aspect of their financial planning and be on that journey with you.

I listen to my clients attentively and but I am very relaxed in my approach which I find helps my clients feel comfortable enough to open to the areas that I can help and more importantly achieve your goals.

Services

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation. My experience in private banking have ensured I can achieve this for my clients.