Whiteleigh Financial Planning Ltd
Independent
Whiteleigh Financial Planning have been providing financial advice for over 20 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
We can advise you on
Clients
helped
helped
10
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£250k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mrs Sharon McIlroy
DIrector
Mr Robert McIlroy
chartered Financial Planner
What our clients say
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James McCosh
As a result of the recent misfortune problems that have badly affected several of our banking institutions over recent years, I was genuinely concerned about putting all of my eggs in one basket....
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Peter McCallum
Robert took over as our Financial Adviser many years ago when our investments required help. He turned them around and they are now doing very well. Planning for my investment plans, retirement...
rd
Retired Dental Surgeon
The Whiteleigh team have always been open and proactive in managing our financial interests and investments. Time has shown that their advice has always been trustworthy and soundly based. I have...
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Alan Cowan
Whiteleigh Financial Planning (Sharon) has always given me sound advice and the continuing client support from the inital introduction has been exceptional. I have no hesitation to recommend the...
Contact us
Compliance
Our advice is not free. When you invest with St. James’s Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James’s Place Partner prior to you making an investment and incurring any of these charges. For more information, please review St. James's Place's fees.
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