At Whitfield Wealth Management, our service encompasses all varying aspects that cover wealth management. We provide a truly holistic financial advice experience which ensures no stone is left unturned when helping our clients achieve their lifelong financial goals and objectives. Each financial plan is structured to meet your specific needs, whether you are an individual, business owner or a professional in your industry. 

Established in 2018, our philosophy is to build exceptionally strong, trusted and long-lasting relationships with our clients. Our distinct service is tailored to provide clients with peace-of-mind regarding their personal financial planning and wellbeing. As a Partner Practice of the esteemed St. James's Wealth Management Plc, we deliver our service through a clear and effective four-step process designed to assess, arrange, implement and monitor the ongoing management of your wealth.

1. Understand your vision. We take the time to define and detail what matters to you most and paint a picture of your goals in a language that you understand.

2. Develop an individually tailored life plan that incorporates our expertise through innovative and market-leading financial strategies to help you to achieve your objectives.

3. Implement the life plan through our products and services and maintain the strategy by entrusting your investments with St. James's Place distinctive investment management approach. 

4. Help you achieve all that matters most to you and your family on your financial journey. We further cement your life plan through regular reviews dealing with any obstacles that life may throw at you and capitalising of any new opportunities that can arise.

Whether you are a someone looking to begin your journey towards achieving financial freedom and security for you and your family or you want to further enhance your existing financial plan, contact us today.

We have offices in Manchester, Liverpool and London with clients located across the United Kingdom.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.