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About Us
We Are Whitehall Partnership

We believe the measure of a true financial adviser is to make complicated matters like pensions and investment services straightforward. It is this simple quality which breeds confidence and delivers peace of mind to our clients. We guarantee a personalised approach to financial advice, bespoke investment strategies and comprehensive progress reports as standard.

Financial Experts

True financial experts are people, like us, with the ability to make complex investment matters clear and straightforward. We never leave you wondering where your hard-earned money is going.

A Personalised Approach

We guarantee a personalised approach to financial advice, bespoke investment strategies and regular comprehensive progress reports as standard.

Straight Talking

Our approach is unique – no guesstimates or over-optimistic forecasts, no gimmicks and no sales jargon.

Transparency

24/7 online access to your investments via secure portal, and access to interactive online financial planning tools means you always know what's going on.

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Latest Articles
Get up to date with our latest blog posts
Need advice about long term care

How will you pay for your long-term care?

By on 23rd February 2021

The longer we live the more likely we are to need long–term care later in life – and most of us are now likely to live longer than we would have in the past. While many of us have watched the older generation grow old and need long-term care, the inevitability of ageing is generally […]

Successfully planning your retirement

By on 10th July 2020

How much money do you need in retirement? The UK’s population is getting richer and life expectancy is getting better. More than one third of the UK’s population is aged over 65 and the proportion is growing. Figures from The Department of Work and Pensions estimate that by 2050, there will be just two working […]

The popularity of equity release is growing, but is this a good move?

By on 8th June 2020

Equity release is no longer the niche lending area it once was. More and more homeowners over 55 are choosing to release cash tied up in their homes and there are few signs of this trend subsiding. Lending in 2018 increased by 27% compared to the previous year and is now nearly double what it […]

Understanding active vs passive investment strategies

By on 31st January 2020

The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, the method favoured by your adviser can have a major impact on your investment experience, […]

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