Whitelock Financial Planning Ltd
Partner Practice of St. James's Place Wealth Management
“Julie has consistently provided us with sound professional advice over many years. Since joining St. James's Place as a Partner, she has introduced the security of a successful wealth management business to her portfolio, this move reaped dividends for us financially when her skillful use of St. James's Place resources resulted in the correct advice at a critical time in our lives (early retirement). We are more than happy to recommend her services. ”
S B Anderson, Retired, Gainsborough
“Having used Whitelock Financial Planning Ltd for many years, I can whole heartedly recommend Julie to anyone. Julie has guided me through my investments and produced excellent results. I have also received a very good pension thanks to her good advice.”
M G Beaumont, Retired, Newark
“I have always found Julie to be an efficient service provider with a one-to-one approach and practical consideration for my circumstances. She is always patient and will discuss matters at length if necessary. ‘Phone help is there should a problem arise and literature provided easy to understand. I feel she offers a “Tailor-made” service and would have no hesitation in recommending her to anyone.”
Sheila Dinmore, Retired, Market Rasen
“Simply put “A safe hand when I needed it most.”
“Julie is professional at all times but with a very personal touch.”
A Redmond, Retired, Brigg
“I have been with Julie for 15 years and my husband has been with her for 4. She explains things well and listens to our questions. I would recommend her to anyone.”
Whitelock Financial Planning Ltd Client
“From other recommendations of Whitelock Financial Planning Ltd, we contacted Julie Whitelock and we are very pleased with the professional but friendly service she has provided. It is early days, but we are confident that the advice given will show a good return in both pensions and ISA’s.”
“To move or engage a financial advisor can be a daunting task “The Ultimate Financial Sacrifice” Your personal financial details exposed to a stranger. However, I can honestly say from our initial meeting 5 years ago “Julie” has always been polite, courteous, never forceful and yet whilst not possessing a “crystal ball” has given us her best financial advice in conjunction with our lifestyle needs. Recommendation “Absolutely””
D T Gilham, Deputy Manager, Grimsby
“Julie and her team have provided me with invaluable advice over a number of years. Excellent service and always on hand when required.”
C D Jaques, Director
“Julie Whitelock has been involved in my investment and pension planning for many years. Her advice has been exceptional and she has recently advised me on my pension arrangements which has resulted in the best possible outcome. I have no hesitation in recommending her to anyone.”
John Henry Bowers , Retired Finance Director, Kirton in Lindsey, Lincolns
“We are very happy with the service provided by Julie Whitelock. Her service from start to finish has been exemplary and very professional, knowledgeable yet on a friendly level, giving the best advice to suit your needs. We would not hesitate in recommending her to anyone.”
W R Bulman, Farmer, Gainsborough, Lincolnshire
“Julie Whitelock has been my financial adviser for 14 years and has given me security in the knowledge that my affairs are in safe and trustworthy hands. Her knowledge and support is first-class and her advice has proved extremely beneficial. I would be happy to recommend her to anyone.”
Patricia Anne Wyatt, Company Secretary/Housewife, Doncaster, Sou
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment of ISA's may not be maintained in the future and is subject to changes in legislation.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Whitelock Financial Planning Ltd is registered in England and Wales, Number 8061490. Registered Office: 1 Pinnings Lane, Waddingham, Gainsborough, Lincolnshire, DN21 4SL, England.