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Welcome to Whitewell Financial Planning

Whitewell Financial Planning exists to help you make better and more informed financial decisions that not only benefit you but also the people you care about.

We understand that financial planning can often feel like navigating a minefield. There are conflicting messages from the media and input from self-proclaimed experts online which can make you feel overwhelmed and unsure about the best course of action for your money.

We believe it does not have to be that way. Our mission is to provide clarity and guidance through a forest of complexity and false information. By cutting through the noise and offering you reliable and personalised advice we aim to empower you to make informed financial decisions.

In this busy and chaotic financial world, we can help you answer life’s key financial questions:

We provide clear, concise, and easy-to-understand advice to help you get the peace of mind that comes when you know your money is working as hard as you need it to. 

One of the key things we believe in at Whitewell Financial Planning is that there is no right answer or perfect financial advice.

What works for one person does not always mean it will work for another. This is why we take the time to understand our clients, their values, beliefs, goals and problems, so we can offer you a bespoke solution that suits your needs.

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Why choose Whitewell Financial Planning?

We have expertise in giving informed choices.

Our independent research is done based on your situation.

Provide you with financial advice that you understand, without all the unnecessary jargon.

How we can help:

Whitewell Financial Planning has a broad range of bespoke plans right for you!

What Our Clients Say...

His fees are clear and the rationale underlying his advice was explained very well...

“I thought I understood the products I had/have and what best to do with them. I didn’t. Phil highlighted which had guaranteed annuity rates, which did not and mapped a strategy for maximizing the benefit from those in accord with my attitude to risk and overall retirement strategy. He reviewed my portfolio of savings and investments and some were repositioned; again in accord with my risk profile. His fees are clear and the rationale underlying his advice was explained very well. He challenged some of my long held views which was refreshing. I have since realigned some of those views.”

Robin Unsworth – Bolton

My Promise

“If after working with us you do not feel that you have received the necessary value then you do not pay. 100% satisfaction guaranteed.”