Rob Whiting Email & Phone Number

I am the owner of Whiting Financial Ltd - a highly personalised and professional financial practice established for over 25 years.What do I do?I help my clients make well informed decisions about their financial journey through various stages of life.How do I do this?I put my clients interest first and get to know what they want out of life; what the financial requirements will be and how resources can be harnessed effectively towards achieving their goals.The type of questions we may consider together are:"When can I afford to stop working?""Can I help my children buy their first home?""Can we do anything about our potential Inheritance Tax Bill?""Are my savings safe and getting the right return?""What will happen to my family in the event of a catastrophe?"I provide my clients with a genuine ongoing relationship together with my dedicated team based in my offices in Farnham. I pride myself in being readily available for my clients through their changing life circumstances and working tirelessly on their behalf.My clients achieve peace of mind by taking steps to:- Protect current and future lifestyle- Maximise opportunities to accumulate and preserve wealth- Enjoy the fruits of their investments when the time comesMy clients feel they:- are financially well organised- have an expert, qualified and trusted financial 'coach'- have a co-ordinated, practical financial strategy which fits with their life's plansI find it hugely rewarding when my clients can go about their daily lives knowing they are well protected and that their life's goals are realistic and being planned for financially. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.Approved by The Openwork Partnership on 24/04/2023.

Listed skills include Personal Financial Planning, Wealth Management, Consulting, Business Strategy, and 14 others.