Our Approach & Service Promise
Financial planning is a series of small but equally important decisions to be made as you get older and as your financial and personal circumstances change.
Testimonials
Item 1 of 21
I’ve used Andrew Whiting for many years and can’t recommend enough.
Steve Farmery-Vigus| Staffordshire
Brett has always been exceptionally friendly and helpful. He has helped us so much, giving sound advice and has never been pushy. We have and will continue to recommend him to everyone as he has provided us with the best service and support.
Adalaine Choi| Retail, Wolverhampton
Richard has given us invaluable help and advice in recent years. We very much appreciate the opportunity to discuss our financial situation in a relaxed and unhurried environment. He is an excellent listener, sensitive to our needs and offers practical and thoughtful options for us to consider. We h...
Wendy Selwyn-Smith| Retired, Bromsgrove
Over the last two years of working together, Brett has always put my interests first in the advice he has given. I have been pleased at the over performance of my funds (net of fees) compared with the benchmark. He has a good attention to detail and overall service is very good. He compares very fav...
Stephen| West Midlands
Past performance is not indicative of future performance.
Andrew Whiting explained to us that we were able to retire significantly earlier than we had thought. It was explained to us clearly and concisely and we have now retired and are pleased with our income and the way all tax advantages have been utilised.
Simon Baker| Retired, Hagley
Andrew has always provided an excellent service to me, I trust the services and guidance of St. James's Place 100%. This purely down to my interaction with Andrew and all the team. Jan Bloomer deserves recognition too!! St. James's Place has completely rejuvenated my financial situation and has made...
S Blundred| IT Director, Upper Boddington
From our first meeting I have found Brett to be a very conscientious and open advisor with a great deal of integrity. I very much appreciate our conversations and his willingness to share his honest views of the markets, fund performance and opinion of where things are headed as well as what I could...
Russell Edkins| Senior Product Manager, Dunmow
Brett provides a personable, professional and comprehensive service, ensuring the interests of my family and I are front and centre. Brett's expert knowledge of the market, both past and present, is reassuring and welcomed especially during times of economic uncertainty. Our long-term financial inve...
Robert Waters| Leamington Spa
Andrew has always treated my wife and I with the most utmost courtesy and respect, listening to our change in financial circumstances before offering a trustworthy advice, underpinned with sound rationale. I would not hesitate in recommending him to anyone.
Ray Cooney| Newport
Andrew Whiting and his team have given me what I had always wanted but not found: reassuringly competent and friendly wealth management with excellent performance. Little or no input is needed from me and the reporting and communication is top-notch. Without doubt, they are the best people to look a...
Nick Barnett| Chartered Engineer, Coventry
We were introduced to Richard Avery some years ago and have found him to be punctual, patient, polite, a good listener who is friendly and approachable, yet efficient and professional. He has proven to be reliable and trustworthy, applying his knowledge of us and his profession to impart wise advice...
Name Supplied| Cheadle
Richard Avery, who is our advisor, is part of a delightful team at Andrew Whiting Wealth Consultancy, all of whom are unfailingly helpful. They give sound advice and there is no sales pressure to buy the product. Richard takes into account individual circumstances and recognises that change happens....
Name Supplied
We felt very comfortable in Brett’s company. He explained our situation and investments in a very professional yet easy to understand manner. Any questions we raised were dealt with to our full satisfaction.
Maurice Harvey and Pauline Cook| Oldbury
I am fortunate to have had two excellent advisers at St. James's Place since early 1990's. From humble beginnings looking for a saving scheme, I trusted their advice across a wide range of financial issues - pensions, savings, managing my portfolio of investments and recently, pre-retirement advice ...
Jane Preece| HR Consultant and NED, Kidderminster
I am happy to say how much I appreciate the help Brett has given me. He studies the needs his clients have to choose ethical ways of saving their money, and doesn’t try to dominate their choice. I would recommend him to anyone who is looking for kindly and wise advice.
J. M. Pritchard| Coseley
The advice that we were given was explained in a very relaxed and patient manner, leaving us in no doubt about the investments we were making, the risks we were taking and the costs that we would incur for the services offered. We would have no hesitation in recommending the services of St. James's ...
Graham and Diane Woods| Retired, Birmingham
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.
I certainly have no hesitation in recommending Andrew Whiting. He has always been very helpful and straightforward explaining everything thoroughly, alongside making excellent decisions to support my ever-changing financial planning and needs.
Gillian Duthie| Self-Employed, Charlbury
I have received a very good standard of service from both Andrew and Richard. They always offer informative advice and make it easy to understand the nature of my investments. they have always understood my financial needs and have put it all in place with ease and no complications.
Enid Haywood| Retired, Bidford-on-Avon
Brett and Andrew consistently give excellent advice that enables to take informed decisions on investment with the confidence of knowing that their advice is balanced and entirely in my interests. Throughout the financial crisis of the last few years, the advice and support given has been exemplary ...
Clive Baker| Retired, Redditch
Seeking the services of a financial adviser, despite a small portfolio, in my 40's has ensured that in my 70's I feel very safe and secure with my finances regardless of world/home events destablising our economy from time to time. My St. James's Place Partner has without doubt understood my particu...
Cherry Guest| Retired, Worcester
Brett Linton realises I am elderly, very cautious and just want honest trustworthy advice on making the most of limited hard earned funds. He shows great patience explaining the financial details. I wouldn't hesitate in recommending Brett to anyone.
Ann P. Edwins| Retired, Studley Warks
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
I’ve used Andrew Whiting for many years and can’t recommend enough.
Steve Farmery-Vigus| Staffordshire
Brett has always been exceptionally friendly and helpful. He has helped us so much, giving sound advice and has never been pushy. We have and will continue to recommend him to everyone as he has provided us with the best service and support.
Adalaine Choi| Retail, Wolverhampton
Richard has given us invaluable help and advice in recent years. We very much appreciate the opportunity to discuss our financial situation in a relaxed and unhurried environment. He is an excellent listener, sensitive to our needs and offers practical and thoughtful options for us to consider. We h...
Wendy Selwyn-Smith| Retired, Bromsgrove
Over the last two years of working together, Brett has always put my interests first in the advice he has given. I have been pleased at the over performance of my funds (net of fees) compared with the benchmark. He has a good attention to detail and overall service is very good. He compares very fav...
Stephen| West Midlands
Past performance is not indicative of future performance.
Andrew Whiting explained to us that we were able to retire significantly earlier than we had thought. It was explained to us clearly and concisely and we have now retired and are pleased with our income and the way all tax advantages have been utilised.
Simon Baker| Retired, Hagley
Andrew has always provided an excellent service to me, I trust the services and guidance of St. James's Place 100%. This purely down to my interaction with Andrew and all the team. Jan Bloomer deserves recognition too!! St. James's Place has completely rejuvenated my financial situation and has made...
S Blundred| IT Director, Upper Boddington
From our first meeting I have found Brett to be a very conscientious and open advisor with a great deal of integrity. I very much appreciate our conversations and his willingness to share his honest views of the markets, fund performance and opinion of where things are headed as well as what I could...
Russell Edkins| Senior Product Manager, Dunmow
Brett provides a personable, professional and comprehensive service, ensuring the interests of my family and I are front and centre. Brett's expert knowledge of the market, both past and present, is reassuring and welcomed especially during times of economic uncertainty. Our long-term financial inve...
Robert Waters| Leamington Spa
Andrew has always treated my wife and I with the most utmost courtesy and respect, listening to our change in financial circumstances before offering a trustworthy advice, underpinned with sound rationale. I would not hesitate in recommending him to anyone.
Ray Cooney| Newport
Andrew Whiting and his team have given me what I had always wanted but not found: reassuringly competent and friendly wealth management with excellent performance. Little or no input is needed from me and the reporting and communication is top-notch. Without doubt, they are the best people to look a...
Nick Barnett| Chartered Engineer, Coventry
We were introduced to Richard Avery some years ago and have found him to be punctual, patient, polite, a good listener who is friendly and approachable, yet efficient and professional. He has proven to be reliable and trustworthy, applying his knowledge of us and his profession to impart wise advice...
Name Supplied| Cheadle
Richard Avery, who is our advisor, is part of a delightful team at Andrew Whiting Wealth Consultancy, all of whom are unfailingly helpful. They give sound advice and there is no sales pressure to buy the product. Richard takes into account individual circumstances and recognises that change happens....
Name Supplied
We felt very comfortable in Brett’s company. He explained our situation and investments in a very professional yet easy to understand manner. Any questions we raised were dealt with to our full satisfaction.
Maurice Harvey and Pauline Cook| Oldbury
I am fortunate to have had two excellent advisers at St. James's Place since early 1990's. From humble beginnings looking for a saving scheme, I trusted their advice across a wide range of financial issues - pensions, savings, managing my portfolio of investments and recently, pre-retirement advice ...
Jane Preece| HR Consultant and NED, Kidderminster
I am happy to say how much I appreciate the help Brett has given me. He studies the needs his clients have to choose ethical ways of saving their money, and doesn’t try to dominate their choice. I would recommend him to anyone who is looking for kindly and wise advice.
J. M. Pritchard| Coseley
The advice that we were given was explained in a very relaxed and patient manner, leaving us in no doubt about the investments we were making, the risks we were taking and the costs that we would incur for the services offered. We would have no hesitation in recommending the services of St. James's ...
Graham and Diane Woods| Retired, Birmingham
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.
I certainly have no hesitation in recommending Andrew Whiting. He has always been very helpful and straightforward explaining everything thoroughly, alongside making excellent decisions to support my ever-changing financial planning and needs.
Gillian Duthie| Self-Employed, Charlbury
I have received a very good standard of service from both Andrew and Richard. They always offer informative advice and make it easy to understand the nature of my investments. they have always understood my financial needs and have put it all in place with ease and no complications.
Enid Haywood| Retired, Bidford-on-Avon
Brett and Andrew consistently give excellent advice that enables to take informed decisions on investment with the confidence of knowing that their advice is balanced and entirely in my interests. Throughout the financial crisis of the last few years, the advice and support given has been exemplary ...
Clive Baker| Retired, Redditch
Seeking the services of a financial adviser, despite a small portfolio, in my 40's has ensured that in my 70's I feel very safe and secure with my finances regardless of world/home events destablising our economy from time to time. My St. James's Place Partner has without doubt understood my particu...
Cherry Guest| Retired, Worcester
Brett Linton realises I am elderly, very cautious and just want honest trustworthy advice on making the most of limited hard earned funds. He shows great patience explaining the financial details. I wouldn't hesitate in recommending Brett to anyone.
Ann P. Edwins| Retired, Studley Warks
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
I’ve used Andrew Whiting for many years and can’t recommend enough.
Steve Farmery-Vigus| Staffordshire
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