Making Financial Planning Simple, Clear, and Personal
Whittaker Financial Solutions Limited is an independent financial advisory firm dedicated to providing expert financial guidance to individuals and businesses across the North West and South Lakes regions. Our team of highly experienced and qualified advisers, with over 70 years of combined experience, are committed to delivering personalised financial solutions tailored to your unique needs and circumstances.
Our Services
We offer a comprehensive range of financial services, including mortgages, pensions, protection, savings, investments, and inheritance and estate planning. Our expert advisers will work closely with you to understand your financial goals and objectives, providing clear and practical advice to help you achieve financial stability and security.
Our Values
At Whittaker Financial Solutions Limited, we pride ourselves on our extremely high levels of customer service, honesty, and integrity. We believe that core values are essential in building long-term relationships with our clients, many of whom have stayed loyal to us for many years and often refer family and friends who need advice.
Meet Our Team
Our team of experienced and qualified advisers, led by Managing Director Eden Whittaker, has a deep understanding of the financial services market and a passion for delivering exceptional customer service. With a combined experience of over 70 years, our team is dedicated to providing you with expert financial guidance and support.
Why Choose Us?
As an independent financial advisory firm, we are free to research and select products from the whole of the UK Financial Services Market, ensuring that we recommend the most suitable products for your needs. Our advisers are not driven by commission, but by a desire to provide you with the best possible financial solutions.
