Welcome to Whitelock Financial Planning Ltd

Whitelock Financial Planning Ltd, a Partner Practice of St. James's Wealth Management, provides expert and trustworthy advice for individuals and businesses primarily in Lincolnshire, Nottinghamshire, Derbyshire and Yorkshire.


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Julie has consistently provided us with sound professional advice over many years. Since joining St. James's Place as a Partner, she has introduced the security of a successful wealth management business to her portfolio, this move reaped dividends for us financially when her skillful use of St. ...

S B Anderson
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Whitelock Financial Planning Ltd is registered in England and Wales, Number 8061490. Registered Office: 1 Pinnings Lane, Waddingham, Gainsborough, Lincolnshire, DN21 4SL.
Julie Whitelock
Whitelock Financial Planning Ltd