Whiteleigh Financial Planning (Sharon) has always given me sound advice and the continuing client support from the inital introduction has been exceptional. I have no hesitation to recommend the services of Whiteleigh Financial Planning (Sharon) to anyone.

Having Robert manage my finances is very re-assuring; he cuts away all the complications and presents information in a clear and precise manner which is easy to understand. Robert is passionate about his clients and can pride himself on good quality advice given over the years.’

As a result of the recent misfortune problems that have badly affected several of our banking institutions over recent years, I was genuinely concerned about putting all of my eggs in one basket. However, Robert set up and is administering a spread of investments within several reliable compani...

More text

Robert took over as our Financial Adviser many years ago when our investments required help. He turned them around and they are now doing very well. Planning for my investment plans, retirement plans, and Inheritance Tax Plans are in place. I am looking forward to a more secure financial future...

More text

The Whiteleigh team have always been open and proactive in managing our financial interests and investments. Time has shown that their advice has always been trustworthy and soundly based. I have recommended Robert and his team to two colleagues and would have no hesitation in doing the same to...

More text

My St. James's Place Partner is always only a phone call or email away if I wish to discuss or review the stock market market conditions. I have no hesitation in recommending her to my friends for any financial planning or advice required.

We sold our business recently and approached Robert for advice in the early stages. His professional connections and support from St. James's Place guided us to a very tax efficient strategy with the minimum complications. I would recommend him to anyone.  The service and support is exceptional...

More text