Glen Whiston
Chartered Financial Planner
I started my career in financial planning 14 years ago and began by working with clients from all over the world with all sorts of different financial situations and positions. The one thing that has been consistent with all of them is the need for straightforward, jargon-free advice. They have all had different goals and aspirations, and I’ve taken huge pleasure in helping them plan for, and then tick off, their personal ambitions. This is why I do what I do.
We started the business in 2022 with the mission to take away as much financial stress as possible and empower you to live the life you want.
Outside of work, my life revolves around the kids, dog (not my choice), 2 cats and my partner.
I love sport, I still try and play football, I love golf, but it doesn’t love me and I run whenever I can.
I took up running to get some time away alone and have now run two marathons!
About
The advice I provide comes in three simple steps:
- Understanding you, your business and your goals
- Work with you to help you to define the correct strategy and action plan to help get you on the way to achieving your goals.
- Providing expert and focused advice and reviewing this strategy on an ongoing basis to adapt to the changing environment around us.
The Practice prides itself on providing our clients with impeccable service and putting their needs and financial goals before anything else. The philosophy is to build exceptionally strong, trusted and long lasting relationships with our clients.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
