Connect with me
Real networking
for women in business
Helping individuals, families and businesses plan, protect and grow their finances. Providing peace of mind today, by putting in place the building blocks required to achieve your future financial goals.
A bit about me...
I wholeheartedly believe that everyone has the right to, and could benefit from, personalised, holistic financial advice. No two people are the same. Your dreams for the future, those you hold dear, and your circumstances are all unique. So too should your financial plan be. By getting to know my clients I help them create the financial future they want and deserve.
After over a decade working at various Investment Banks based in London, in 2023 my family and I took a long overdue leap of faith and embarked on a lifelong dream of living in the Cotswolds. In 2024, I took my first steps towards building my own Financial Advisory business, combining my passion for finance and drive to help people.
For individuals and families, I can advise on:
- how to protect you and your loved ones
- help you save for a future goal or dream
- turn your retirement aspirations into reality.
I can also assist with inheritance planning, making sure that everything you’ve worked so hard for can be passed onto future generations the way you want and, in a tax efficient manner.
For businesses, I can assist with:
- protecting you, your business and your shareholders
- tax efficient distribution of profits
- pension auto-enrolment and contributions
- investment considerations
- employee benefits.
Outside of the day job I enjoy being with my family, playing netball and spending as much time outside as I can - 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 05/11/2024
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