Philippa Whatley

DipPFS

I help my clients to make better financial choices about their future - helping to identify opportunities, understand financial implications of change and guiding you to meet your objectives.

E-Briefing Service

Location : London

0208 042 0000

07880 997444

About

I am a goals-based financial planner helping my clients to make better financial choices about their future. I build long-standing trusted relationships with my clients to help them identify financial opportunities, understand the financial implications of any change in circumstances and guide them to where they want to be. This could be planning when and how to retire; helping children and grand-children through education or get on the property ladder; or buying a second home.

I have 25 years’ experience working in financial services. This includes working as a sales trader in the financial markets, working for a specialist financial management consultant and working with pension funds. I draw on this experience to help my clients understand their choices and the best way to save, manage and use their money.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

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We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.

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We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

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Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.

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Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.

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We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.

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Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.

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Use these calculators to help you determine more about your current or future financial position.

More about St. James's Place

A number of carefully selected external managers of outstanding ability manage our client funds.

The Charitable Foundation is the charitable arm of the St. James's Place Group.

It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 08/02/2024

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Philippa Whatley