About Julie Whitelock,
Director of Whitelock Financial Planning Ltd
I have devoted my working life, now spanning in excess of 30 years, to helping others protect their assets and grow their wealth. Over the years, I have worked as an Independent Financial Adviser for one of the most recognised High Street banks, as well as a highly respected firm of Solicitors.
In 2008 I successfully set up my own business as an Independent Financial Adviser and grew this business over the five years that followed.
In 2012, as my business continued to grow, I recognised that I could provide clients with a better service and the best possible advice by aligning the business with the highly prestigious name of St. James's Place Wealth Management.
I pride myself on building long-term, highly trusting relationships and my clients feel that the advice I give is of the highest standard. Not only do I meet my clients regularly, they are also invited to my client days where they find out more about what is happening in the world of wealth management.
Having worked for so many years in a professional legal practice, I find it natural to work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice possible. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of my strong client focus, I grow my business with introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Read more about what my clients have to say.
In 2018 I graduated through the London Institute of Banking and Finance and have been awarded the title Chartered Associateship by the LIBF.
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Associate has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics.
Specialities include: Wealth Management, Financial Planning for Individuals and Businesses, Retirement Planning, Trust & Tax Planning, Long Term Care Planning and Trustee Investment Planning.
Outside of my working life, I love spending time with my family, and I am actively involved in charitable work through my local Rotary Club and raise funds and awareness for the St. James's Place Foundation. Read more about the St. James's Place Foundation.
Trusts are not regulated by the Financial Conduct Authority.