The Whiting Financial team are friendly, professional, and helpful. I have really appreciated Rob’s sound advice over the last 20 years, and patience in explaining the complex world of managing finances so that I better understand and am happy with decisions I am making.

I have been a client of Whiting Financial for over ten years. Rob, who runs the business, has provided my wife and I with clear and excellent advice on all our financial affairs. This advice has covered mortgages, pensions, savings, and general financial health. Over this period, Whiting Financial has transformed my financial situation so I have absolute clarity and confidence about what I hope will be many years of enjoyable retirement. I would therefore wholeheartedly recommend Whiting Financial.

Rob is very patient and has a wealth of experience in dealing with husband and wife partnerships (for both personal and business). His attitude and behaviour diffuse difficult conversations and make it easier to “open up and also question” situations. He makes topics which appear hard to understand much easier to understand, even budgets.
He is very thorough, knows his job and his finance and “helps you to understand the finance and process as well”. We have regular annual meetings and indeed on our last visit we got cake and songs (but it was a birthday) which was lovely.

He’s a Yorkshire bloke and knows his stuff – nice too!!!

Rob is a true professional. He takes time to help me decide on the most effective way to manage my assets and I always come away knowing I’ve been listened to, received sound guidance and feel assured and confident that my money is in safe hands.....

I have used Whiting Financial for a number of years now and have always been impressed by the level of professionalism that runs throughout the organisation. I have also received considered, quality advice from Rob Whiting who takes time to truly understand your personal situation, investment needs and objectives. Trustworthy, discreet and smart is how I would sum up Rob Whiting and his Team.

Whiting Financial have been my advisers for 10 years plus during which time I have found their dedication to providing sound financial advice and investment market awareness, excellent. I have been particularly pleased with the advice Rob Whiting and his team have given my wife and I with regard to our pensions, which as a result of their considered advice we have now moved from a number of company pension schemes into a SIPP.

My husband and I contacted Rob Whiting as we realised that we needed help with our financial planning. Rob took the time to understand our lifestyle and what was important to us in the short and longer term. Rob has removed the stress and worry of managing our finances, and we feel secure in the knowledge that we are in safe hands. Rob is very professional and approachable, and we would have no hesitation in recommending him.