Victoria Whittington

A bit about me...

I’m a firm believer that financial advice should feel personal, not transactional. Everyone’s life is different – your goals, your family, your dreams – so your financial plan should be too. I take the time to really get to know my clients and help them build a future they feel good about.

After more than a decade working at investment banks in London, my family and I decided it was time for a change. In 2023, we made the leap and moved to the beautiful Cotswolds, chasing a long-held dream of more space, more time together, and a slower pace of life. In 2024, I launched my own financial planning business, combining my experience with my passion for helping real people make confident financial decisions.

How I can help:

For individuals and families:

- Protecting your loved ones

- Saving for big life goals

- Planning for the retirement you want

- Passing on your wealth the way you intend – tax-efficiently

For business owners:

- Business and shareholder protection

- Tax-smart ways to take money out of your business

- Pension auto-enrolment and contributions

- Investment planning

- Meaningful employee benefits

When I’m not working, you’ll usually find me with my family, on the netball court, or out enjoying the fresh air – come rain or shine.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Pension auto-enrolment schemes are not regulated by the Financial Conduct Authority.

Victoria Whittington Financial Planning 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.

SJP Approved xx/xx/xxxx

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Victoria Whittington Financial Planning

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A bit about me...