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Q: What fees do we charge for wealth management?
A:We operate a transparent, fee-based service. Our fees are based on the advice and work we undertake on your behalf rather than being linked to specific products. This ensures our advice remains objective and independent. All fees are agreed upon with you in advance, and we can also advise on the most tax-efficient methods for paying.
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Q: What is the difference between financial planning and wealth management?
A:Financial planning is the process of creating a roadmap for your future, focusing on goals like retirement, school fees, or buying a home. Wealth managementintegrates financial planning with active investment management, tax mitigation, and estate planning to protect and grow substantial assets over time.
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Q: Is Whitings Wealth Management independent or tied to specific providers?
A:We are fully independent. As a firm of Chartered Financial Planners, we are not tied to any bank, insurance company, or investment house. This independence allows us to research the entire market and recommend the solutions that are best suited to your specific risk profile and financial objectives.
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Q: Can Whitings work with clients remotely or online?
A:Yes. While we value the traditional approach of face-to-face meetings at our offices or our clients home. We are fully equipped during office hours to support clients remotely. We offer unlimited telephone and email access to your dedicated adviser and can conduct reviews via secure video conferencing to suit your schedule.
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Q: How do I know if I need wealth management services?
A:If your financial situation involves significant savings or investment holdings, a business sale, a large inheritance, complex pension arrangements, or significant tax liabilities - wealth management can add immense value. Typically, if you are looking for a long-term partner to help manage your portfolio which evolves with your life, wealth management is the right choice.
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Q: Where are your offices located?
A:We have a strong presence across East Anglia, with offices in Wisbech, Ely, Ramsey, March, Peterborough, St Ives, St Neots, King’s Lynn, Bury St. Edmunds, and Mildenhall. We are also happy to meet clients at their own homes or business premises.
