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Our Whiteley financial advisers
About our Whiteley office
Located between Portsmouth and Southampton, our Whiteley financial advisers provide financial advice to clients across the south coast of England. Whether you are planning for retirement, protecting your legacy, or looking to improve your tax position, we can help.
We offer ongoing wealth management support, helping you navigate key financial decisions and stay on track with your long term plans. Working closely with you, our Whiteley financial advisers develop a personalised financial plan built around your individual goals and aspirations.
"Our Whiteley team are adept at understanding your unique life goals, going beyond just your finances to truly understand and help you achieve your vision for the future."
Megan Jenkins, Chartered Financial Planner and Partner, based in Whiteley
"At the Whiteley office, we focus on providing tailored financial advice to the south coast of England. Our goal is to support each client in navigating their financial journey, helping them feel informed and capable as they work towards their personal aspirations."
Lawrence Brady, Financial Planner and Partner, based in Whiteley
"In Whiteley, we are focused on building lasting relationships with our clients. By understanding your aspirations, we help you maintain control over your financial wellbeing."
Toby Denney, Chartered Financial Planner and Partner, based in Whiteley
What to expect from our wealth management service provided by our Whiteley office
A bespoke plan for you
We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively. You can find out more about our services below.
A chartered firm at the forefront of our profession
Saltus Financial Planning is a ‘Chartered’ financial planning firm. It is a recognition provided to only a small number of firms that are at the forefront of our profession.
Achieving Chartered status means that we have met the highest standards for technical competence in the advice we provide to clients. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.
A highly qualified team
We are specialists in wealth management and have been supporting our clients with their finances for over 20 years. Our team consists of some of the most highly qualified advisers in the country.
We’ll explore your objectives and requirements in detail, taking everything into account to create a personalised and bespoke financial plan.
A bespoke plan for you
We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively.
We harness the latest technology
We harness the latest and proprietary technology to provide our advice. This can help you visualise your finances and bring your plan to life.
Effective cashflow planning, for example, has the potential to be life changing. Your assets, liabilities, regular saving plan and financial goals can be input into cashflow modelling software. These can be overlayed with different assumptions, such as expected investment growth, to help establish if you have enough money to achieve all your goals.
A wide range of award-winning investment solutions
We provide a wide range of investment management solutions so we can find the one that best meets your needs, with the aim of delivering optimal risk-adjusted returns.
We’ll work around you
We’ll work around you, with the ability to hold meetings via video, at your home, at your workplace, or at one of our offices
How to find the Whiteley office
Solent Business Park,
4500 Parkway,
Whiteley,
PO15 7AZ
4500 Parkway,
Whiteley,
PO15 7AZ
Parking
If you are arriving by car, there is free parking onsite. When you arrive, please press ‘Saltus’ on the barrier buzzer to gain access.
The Saltus parking spaces are located straight ahead and to both the left and right. They are labelled ‘Saltus’.
Train
The nearest train stations are:
- Swanwick
- Southampton Airport Parkway
These stations are a long walk to the office, so we would recommend taking a taxi to save your legs!
Taxi
Taxis are available at the taxi rank outside both Swanwick and Southampton Airport Parkway station. We have provided a few numbers for local taxis below:
- VEEZU 023 9251 1111
- Radio Taxis Fareham 01329 282 282
Alternatively, you can use Uber in this area.
Once you have arrived
Once you have arrived, the office is to the right as you enter the building via the revolving door.
Please press the doorbell and one of our lovely team members will be there to let you in.
Accessibility
There is an accessible toilet in the foyer and step-free access. Please contact our team in advance if you require any assistance.
Our wealth management services in Whiteley
About Saltus?
Find out more about our award-winning wealth management services…
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
£8.2bn+
assets under advice
20
years working with clients
350+
employees
97%
client retention rate
Saltus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change and the value of tax reliefs depends on your individual circumstances.
Whiteley
Solent Business Park, 4500 Parkway, Whiteley, PO15 7AZ
Bath
Queen Square House, Queen Square Place, Bath, BA1 2LL
Bournemouth
Suite 10, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, BH12 1ED
Bristol
Spaces Castle Park, Programme Building, The Pithay, Bristol, BS1 2NB
Farnham
Gostrey House, Union Road, Farnham, Surrey, GU9 7PT
Leigh-on-Sea
1279 London Road, Leigh-on-Sea, SS9 2AD
London
3 -5 Rathbone Place, London, W1T 1HJ
Penarth
The Gallery, 1-3 Washington Buildings, Penarth, CF64 2AD
St Albans
2nd Floor, Dagnall House, 2 Lower Dagnall Street, St Albans, AL3 4PA
Wells
Melbourne House, Wells, BA5 2PJ