I have worked in financial services for over 25 years and provide broad-based advice, mainly to directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.

As a Partner Practice of St. James's Place, based at Tileyard North in Wakefield, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

My advice covers all areas of wealth management, including retirement planning, wealth protection, savings and investment planning.

I specialise in:

• Retirement Planning

• Onshore and Offshore Investment Planning

• Inheritance Tax Planning

• Mortgages – Residential and access to Commercial

• Protection – Life, Critical Illness and Income Protection

• Corporate Planning, Corporate Retirement Planning and Employee Benefits

Further information can be found at: www.sjpp.co.uk/whitakermidgley

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

All enquiries for commercial mortgages will be referred to a service that is separate and distinct to those offered by St. James's Place. Commercial mortgages are not regulated by the Financial Conduct Authority.