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Eve Whiteman Email & Phone Number
Director
at
Whiteman Bell Wealth
1 work email found
@aps-legal.co.uk
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Eve Whiteman? Overview
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Quick answer
Eve Whiteman is listed as Director at Whiteman Bell Wealth, based in Altrincham, England, United Kingdom. AeroLeads shows a work email signal at aps-legal.co.uk and a matched LinkedIn profile for Eve Whiteman.
Eve Whiteman previously worked as Chartered Financial Planner at Entire Fs and Estate Planning Practitioner at Entire Fs. Eve Whiteman holds Bachelor Of Science Bsc (Hons), Biology, General from The University Of Manchester.
Company email context
Email format at Whiteman Bell Wealth
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{first}.{last}@aps-legal.co.uk
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Profile bio
About Eve Whiteman
I have a strong breadth of technical knowledge and experience in the pensions and investments industry which enables me to help our clients achieve their financial goals and fulfil their dreams. I started working in financial services in 1999 as a graduate trainee IFA sales consultant for NPI, a specialist pension provider. When NPI closed to new business I moved to an IFA consultant role with Norwich Union (now AVIVA). I obtained various qualifications including the Diploma in Financial Planning (G10 and G60 inc.) and the Investment Management Certificate (Level 4 qualified). My focus moved towards trust work, taxation of trusts and investments, and inter-generational financial planning.Following a career-break to raise my young family I returned to work as a financial planner. I continued my professional development to attain chartered status gaining exams CF8 (long term-care planning), J03 (tax and legal aspects of business), AF2 (business financial planning), AF5 (financial planning process), and ER1 (Equity Release). I also facilitate Wills and Lasting Powers of Attorney for our clients to ensure complete holistic planning for individuals and businesses.
Listed skills include Estate Planning, Wills, Will Writing And Probate Services, Inheritance Tax Planning, and 13 others.
Current workplace
Eve Whiteman's current company
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Whiteman Bell Wealth
Website
AeroLeads page
8 roles
Eve Whiteman work experience
A career timeline built from the work history available for this profile.
Chartered Financial Planner
Estate Planning Practitioner
Facilitating legal services such as Will writing, lasting powers of attorney, protective property trusts, inheritance tax planning and probate. Enabling me to take a holistic planning approach to client's financial affairs.
Independent Financial Adviser
I help clients with all aspects of their financial planning needs from pensions and investments through to long-term care planning. I am currently working towards chartered status and have a strong breadth of qualifications which include the Advanced Financial Planning Certificate, G10 (Taxation and Trusts), G60 (Pensions) and more recently CF8 (Long Term Care), J03 (Tax and Legal Aspects of Business) and AF2 (Business Financial Planning). I also play a key role on our investment committee, holding the Investment Management Certificate (level 4 qualified) .
May 2016 - Nov 2024
Estate Planning Associate
APS Legal & Associates is one of the largest estate planning & Will writing companies in the UK providing the highest standard of service and quality of advice.As an associate of APS Legal and the Institute of Professional Will Writers I advise on a broad range of estate planning issues: Inheritance Tax PlanningProtective Property TrustsWillsDiscretionary TrustsChildren's/Grandchildren's TrustsLasting Power of AttorneyProbate
Paraplanner
Ifa
Pensions and investments technical report writing.
Oct 2012 - May 2014
Jun 2003 - Sep 2008
Sales Consultant
National Provident Institution
Trainee Broker Consultant specialising in pensions. Supporting IFA businesses through technical and sales support.
Dec 1999 - May 2003
2 education records
Eve Whiteman education
Bachelor Of Science Bsc (Hons), Biology, General
A Levels In Mathematics, Biology, English Literature, Grades A, A, And B Respectively
Toot Hill Comprehensive, Bingham, Nottingham
FAQ
Frequently asked questions about Eve Whiteman
Quick answers generated from the profile data available on this page.
What company does Eve Whiteman work for?
Eve Whiteman works for Whiteman Bell Wealth.
What is Eve Whiteman's role at Whiteman Bell Wealth?
Eve Whiteman is listed as Director at Whiteman Bell Wealth.
What is Eve Whiteman's email address?
AeroLeads has found 1 work email signal at @aps-legal.co.uk for Eve Whiteman at Whiteman Bell Wealth.
Where is Eve Whiteman based?
Eve Whiteman is based in Altrincham, England, United Kingdom while working with Whiteman Bell Wealth.
What companies has Eve Whiteman worked for?
Eve Whiteman has worked for Whiteman Bell Wealth, Entire Fs, Aps Legal & Associates, Ifa, and Aviva.
How can I contact Eve Whiteman?
You can use AeroLeads to view verified contact signals for Eve Whiteman at Whiteman Bell Wealth, including work email, phone, and LinkedIn data when available.
What schools did Eve Whiteman attend?
Eve Whiteman holds Bachelor Of Science Bsc (Hons), Biology, General from The University Of Manchester.
What skills is Eve Whiteman known for?
Eve Whiteman is listed with skills including Estate Planning, Wills, Will Writing And Probate Services, Inheritance Tax Planning, Trusts, Lasting Powers Of Attorney, Wealth Management, and Paraplanning.
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