Welcome to Whiting Financial

Whiting Financial is a highly personalised and professional financial practice established for over 25 years. We work on an individual basis with both personal and corporate clients on a wide range of financial planning needs.

We help our clients make well informed decisions about their financial journey through various stages of life. We put our clients interests first and get to know what they want out of life; what the financial requirements will be and how resources can be harnessed most effectively towards achieving their goals.

The type of questions we may consider together are:

  • "When can I afford to stop working?"
  • "Can I help with my children's future?"
  • "Are my savings safe and getting the best return?"
  • "Can we do anything about our potential Inheritance Tax Bill?"

We pride ourselves in offering first class levels of customer service with open access to speak directly with experts all based at our town centre offices in Farnham, Surrey.

In an increasingly uncertain, complex and fast changing financial world, where there is growing responsibility for your own financial future, it is vital to have a financial adviser you can trust and rely on.

Our professional advice is given by building knowledgeable relationships on an individual basis with our clients. Bespoke financial guidance is then given to support lifestyle, aspirations and wealth planning through all of life's stages.

Personal Finance

Periods of transition in working life are great opportunity to reassess your personal finances
HM Revenue and Customs (HMRC) does not collect data on how many individuals are breaching the Money Purchase Annual Allowance (MPAA).It means that HMRC does not know how many people had to pay an additional tax after breaking the MPAA. 
More people could feel under pressure to unlock their pension in the coming months - and, under the pension freedoms, those aged 55 and over have flexibility as to how they take their cash.
Bitcoin fell from around $47,000 (£34,400) to $41,600 (£30,400) on Monday according to CoinDesk data
Impressive haul includes rare coins from across the Eurozone