In January of 2024 I set myself the task of consolidating the multiple workplace pensions that I had accrued over my career, having spent nearly 20 years working in the IT sector, with various employers. It wasn't until I embarked on this journey that I discovered how little I knew about what were my major pots of life savings; what I was being charged, how this money was invested, what my retirement projection actually looked like etc and so the idea of changing careers, becoming a financial planner and launching Whitewater Financial Planning was born.

The river Whitewater is a classic English chalk stream river that flows close to where I live, and is an important local landmark in my area. But more than this, the term Whitewater is symbolic of the journey I went through, and that everyone should make in their own financial planning. I would not attempt to navigate the difficult and treacherous waters of a fast flowing river without an experienced guide, and that is exactly what I aim to be for every client of Whitewater Financial Planning.

Specialising in Investments, Pensions/Retirement Planning and Financial Protection, Whitewater Financial Planning is here to offer financial peace of mind to every client, regardless of life stage, financial situation or previous investment experience.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.