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How we can help

Financial Planning

Whatever your goals or ambitions, we can help you create a plan of action to help you achieve them. Great financial planning is all about understanding YOU. Sure, it’s vital to understand economics, the marketplace, the financial landscape and the various techniques for managing and investing, but at Whitewell, we take that as a given.


If you fancy a white-knuckle ride of investment that could see you losing everything, we’re NOT the right financial planners for you. There are different ways of investing, some more risky than others.

Retirement Planning

When you’ve finished working, you want to slow down. Which is a lot easier if you’ve got the funds to do it. Our retirement planning helps you to do just that.

Pension Transfers

Okay, so you’re ready to transfer your pension. But where do you put it? Cash out? Buy an annuity? Put it into property? The list is endless. We can help.


Divorce is one of the most stressful events that you’ll experience in your entire life. Fact. The good news is that there are ways to reduce the stress; and taking care of the financial side of things is the best place to start. We can help you with that.

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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