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Our Investment principles

Please click on the links below to view our available documents.

Our investment principles Summary

Investment Principles Summary

Some example asset allocation models

Click here to see some example models

Here are some slides that help explain our investment principles

Slide presentation PDF
View video

Socially Responsible Advice and Investing

Read our investment guidance

Behavioural Finance paper Vanguard

Finance paper PDF

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Whitings Wealth Management Ltd • 12/13 The Crescent, Wisbech, Cambs, PE13 1EH. UK

Tel: 01945 581937 •info@whitingswm.co.uk

We operate throughout Cambridgeshire, Norfolk & Suffolk.
Our locations include Wisbech, Ely, Ramsey, March, Peterborough, St Ives, St Neots, King's Lynn, Bury St. Edmunds and Mildenhall.

Whitings Wealth Management Ltd is authorised & regulated by the Financial Conduct Authority.
Registration number 435190

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