Our People

Adrian Mackenzie

Director
Chartered Financial Planner

I joined in 2004 and have worked in financial services since 1985. I joined from a more corporate background, as I wanted to work with a firm that offers a professional, but personal service. My primary role is to help our clients with their financial planning. In addition I act as Director of the company and lead our Investment Strategy Committee. I am qualified as a Fellow and Chartered Financial Planner. This high level of qualification enables me to help our clients with some of the more complex financial decisions they are faced with.

James Gaston

Chartered Financial Planner

I joined Whitings Wealth Management Ltd in 2008 and have been an adviser to clients since 1998. I have achieved the CII's premier qualification in being a Fellow and Chartered Financial Planner which enables me to assist our clients with their detailed financial planning needs. In my role I provide bespoke professional advice on investments, wealth management, life assurance and retirement planning.

Sara Henderson

Office Manager & Personal Assistant to Adrian Mackenzie & James Gaston

I joined Whitings Wealth Management Ltd in 2003 to become their office manager and have worked in financial services since 1994. I hold the Financial Planning Certificate 1 qualification and have built on this with over 20 years practical experience within this profession. My main objective is to keep a smooth running of our administration team and our back office systems, so we have to hand any information at a touch of a button should our clients have any queries, therefore providing a professional service to our valued clients.

Richard Franks

Senior Financial Planner

I have worked in Financial Services throughout my entire career, qualifying as a Financial Planner in 1999. Since then, I have focused on building long-term, trusted relationships not only with my clients but also with their families, ensuring financial plans evolve alongside their goals and changing circumstances - something I find particularly rewarding.

Prior to joining Whitings Wealth Management, I worked within Corporate and Private Banking environments, advising High Net Worth clients and providing bespoke financial planning and wealth management solutions tailored to more complex financial needs.

My approach has always been centred on maintaining a professional yet personal relationship with clients. Being part of a firm that shares this philosophy allows me to continue supporting clients in a way that is both personal and strategic, and I look forward to continuing to build long-term relationships with both new and existing clients.

Thomas Holder

Financial Planner

I began my career in financial services in 2014 as a Mortgage and Protection Adviser, where I developed a strong passion for building lasting client relationships and helping clients achieve their financial goals. To continue supporting clients throughout every stage of life, I progressed into full financial planning and, after completing my Diploma in Financial Planning, I joined a smaller independent firm, where I further refined my expertise.

I have recently joined Whitings Wealth Management as I believe working within an accountancy group gives clients access to advice across all areas of their financial needs. I am also excited to contribute to the development of our in-house, low-cost passive portfolios, which I believe add real value and support clients in achieving their long-term objectives.

I look forward to providing comprehensive financial solutions for both corporate and retail clients.

Tracey Murray

Personal Assistant to Richard Franks & Thomas Holder

I was delighted to join the team in February 2024 when client investments, pensions and protection plans originally serviced by my former employer transferred to Whitings Wealth Management Ltd. My role includes attending to our transferred clients' administrative needs in an accommodating and efficient manner both during the transition period and the years beyond. I hope to maintain strong connections with familiar clients and develop positive and professional relationships with the firm's many other valued clients. I have worked in financial services since 1989 and obtained the Financial Planning Certificate qualification in 2002.