Meet the team
Home | About us | Meet the team |
Perry Whitmarsh
Independent Financial Adviser
I began my career in financial services in 2015 and have gained experience across Financial Advice, Finance & Business Management, and Investment Banking before becoming a Financial Adviser in 2024.
I hold the Diploma in Regulated Financial Planning and I am also qualified in Long Term Care Planning. I am passionate about helping individuals and families make confident financial decisions and believe that good financial planning can provide clarity, security, and peace of mind for the future. My aim is to build long-term relationships with clients and support them through every stage of their financial journey.
Outside of work, I enjoy spending time with my wife, family and friends. I like to keep active by playing sports including football, tennis and padel, and I am also a season ticket holder at Southampton FC.
ASK FOR A NO-OBLIGATION CONSULTATION
Call 02380 420 606 for a quick chat or contact us and we can arrange an initial consultation. Whatever life-stage you are at right now, we'd love to help.
ARTICLES AND INSIGHTS
Commercial Property Purchase for Retirement
Purchasing a commercial property with pension reserves is an often-underutilised strategy.Read more
2024 Autumn Budget – Key Considerations
We have collated our key considerations following the October 2024 budget announcement.Read more
Labour Budget – October 2024
Here we give our key summary, following the first budget by a Labour government since 2010.Read more
