Important Update: Client Base Transition to SuttonsIFA
Whitewell Financial Planning has recently completed a transfer of its client base to SuttonsIFA, a respected UK financial advisory firm.
This means that SuttonsIFA will now be responsible for ongoing service and support for our former clients. We’ve worked closely with SuttonsIFA to ensure a smooth transition, and we’re confident they will continue to provide the high standard of care and advice you’ve come to expect.
What does this mean for you?
- If you were a Whitewell client, SuttonsIFA will now manage your financial planning needs
- You’ll be contacted directly by SuttonsIFA with details and next steps
- Your personal data has been transferred securely and in accordance with UK GDPR regulations
Whitewell Financial Planning remains a separate company and is no longer providing regulated financial advice.
If you have any questions about the transition, please contact SuttonsIFA directly at www.suttonsifa.co.uk.
We’d like to thank all our clients for their trust over the years — it’s been a privilege to serve you.
