Welcome to Whiteleigh Financial Planning Ltd
As Chartered Financial Planners and a Senior Partner Practice of the prestigious St. James's Place, our focus is to help our clients achieve and maintain financial security.Promotions
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Testimonials
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We sold our business recently and approached Robert for advice in the early stages. His professional connections and support from St. James's Place guided us to a very tax efficient strategy with the minimum complications. I would recommend him to anyone. The service and support is exceptional...
William & Agnes Hyslop| Retired Business Owner
Whiteleigh Financial Planning (Sharon) has always given me sound advice and the continuing client support from the inital introduction has been exceptional. I have no hesitation to recommend the services of Whiteleigh Financial Planning (Sharon) to anyone.
Alan Cowan| Retired, Glasgow
I had very satisfactory dealings with Robert a number of years ago, before his then company moved him away. I was later delighted to reconnect with him as an investment client, and he enjoys my complete confidence and trust.
Alex Brown
Having Robert manage my finances is very re-assuring; he cuts away all the complications and presents information in a clear and precise manner which is easy to understand. Robert is passionate about his clients and can pride himself on good quality advice given over the years.’
Craig Hyslop
John offered helpful and honest advice when I needed to plan for both my family's future and my own pension plan. Since deciding on my investment plans, John has always offered clarity through the regular investment updates, which has provided assurance that my investment is being well managed....
Greg Hannah| Company Director, East Kilbride
As a result of the recent misfortune problems that have badly affected several of our banking institutions over recent years, I was genuinely concerned about putting all of my eggs in one basket. However, Robert set up and is administering a spread of investments within several reliable compani...
James Ian McCosh
John McIntyre has helped me plan for my retirement and given me sound financial advice over the last 4 years, the service and support has always been first class and I would not hesitate in recommending John McIntyre to anyone looking to arrange insurance planning or plan their future.
Kenny McIntyre| Sales Director, Callander
Robert took over as our Financial Adviser many years ago when our investments required help. He turned them around and they are now doing very well. Planning for my investment plans, retirement plans, and Inheritance Tax Plans are in place. I am looking forward to a more secure financial future...
Peter J McCallum| Orthodontist, Stirling
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Whiteleigh team have always been open and proactive in managing our financial interests and investments. Time has shown that their advice has always been trustworthy and soundly based. I have recommended Robert and his team to two colleagues and would have no hesitation in doing the same to...
Retired Dental Surgeon, Morpeth
My St. James's Place Partner is always only a phone call or email away if I wish to discuss or review the stock market market conditions. I have no hesitation in recommending her to my friends for any financial planning or advice required.
RJP, Greenock
We sold our business recently and approached Robert for advice in the early stages. His professional connections and support from St. James's Place guided us to a very tax efficient strategy with the minimum complications. I would recommend him to anyone. The service and support is exceptional...
William & Agnes Hyslop| Retired Business Owner
Whiteleigh Financial Planning (Sharon) has always given me sound advice and the continuing client support from the inital introduction has been exceptional. I have no hesitation to recommend the services of Whiteleigh Financial Planning (Sharon) to anyone.
Alan Cowan| Retired, Glasgow
I had very satisfactory dealings with Robert a number of years ago, before his then company moved him away. I was later delighted to reconnect with him as an investment client, and he enjoys my complete confidence and trust.
Alex Brown
Having Robert manage my finances is very re-assuring; he cuts away all the complications and presents information in a clear and precise manner which is easy to understand. Robert is passionate about his clients and can pride himself on good quality advice given over the years.’
Craig Hyslop
John offered helpful and honest advice when I needed to plan for both my family's future and my own pension plan. Since deciding on my investment plans, John has always offered clarity through the regular investment updates, which has provided assurance that my investment is being well managed....
Greg Hannah| Company Director, East Kilbride
As a result of the recent misfortune problems that have badly affected several of our banking institutions over recent years, I was genuinely concerned about putting all of my eggs in one basket. However, Robert set up and is administering a spread of investments within several reliable compani...
James Ian McCosh
John McIntyre has helped me plan for my retirement and given me sound financial advice over the last 4 years, the service and support has always been first class and I would not hesitate in recommending John McIntyre to anyone looking to arrange insurance planning or plan their future.
Kenny McIntyre| Sales Director, Callander
Robert took over as our Financial Adviser many years ago when our investments required help. He turned them around and they are now doing very well. Planning for my investment plans, retirement plans, and Inheritance Tax Plans are in place. I am looking forward to a more secure financial future...
Peter J McCallum| Orthodontist, Stirling
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Whiteleigh team have always been open and proactive in managing our financial interests and investments. Time has shown that their advice has always been trustworthy and soundly based. I have recommended Robert and his team to two colleagues and would have no hesitation in doing the same to...
Retired Dental Surgeon, Morpeth
My St. James's Place Partner is always only a phone call or email away if I wish to discuss or review the stock market market conditions. I have no hesitation in recommending her to my friends for any financial planning or advice required.
RJP, Greenock
We sold our business recently and approached Robert for advice in the early stages. His professional connections and support from St. James's Place guided us to a very tax efficient strategy with the minimum complications. I would recommend him to anyone. The service and support is exceptional...
William & Agnes Hyslop| Retired Business Owner
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SJP Approved 04/04/2024
Whiteleigh Financial Planning Ltd is registered in Scotland, Number SC384173. Registered Office: 307 West George Street, Glasgow, G2 4LF.
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