Contact Us

 

Whittaker Financial Solutions Limited


Tel: 01254 66 46 00
Email: info@whittakerfs.co.uk


Address​​​​​​: Suite 32/33 Manor Court

Salesbury Hall Road

Ribchester

PR3 3XR

 

 
Steven Nieuwenhof
Financial Planner
Debbie Helm
Mortgage Adviser/
IFA Assistant

Qualifications

BA (Hons) Financial Services; Diploma in Regulated Financial Planning (DipPFS); Cert CII (Insurance); Certificate In Regulated General Insurance (CeRGI); EFA

 

A little about me

Having attained a First Class Honours Degree in Financial Services from Lancaster University, I was delighted to be offered a full time position at Whittaker Financial Solutions Limited.

 

Since joining the team I have developed my technical knowledge and financial planning skills through the completion of the Diploma in Regulated Financial Planning and various insurance qualifications with the CII & IFS.

 

I am keen to continue to specialise in pensions and investments and expand my responsibilities within the company. 

 

Outside of work I enjoy visiting new and interesting places, long walks and going to the gym.

Qualifications
CeMAP

 

A little about me

I joined Whittaker’s in 2010 and have been a qualified Mortgage Adviser since 2004. Mum of one, I love socialising, “Chilling” with my son, walking and reading. I’ve been involved with Home Office Asylum Support and Home Start Volunteer Training

ABOUT US

Eden Whittaker
Managing Director
Michelle Whittaker
Company Sectretary

Qualifications

PhD, BSc (Hons)

 

 

A little about me
Married to Eden since 1986. Three sons and 2 grandsons.

Qualifications

Honours Degree in Economics from the University of York BA (Hons), DipPFS, CertPFS, CeMAP,  Licensed Estate Planner, and professional blame acceptor.

 

A little about me

Married to Michelle since 1986, three sons and 2 grandsons.  A practicing Christian and very determined about honesty, integrity and fairness all round.

Chris Bradbury
Chartered Financial Planner

Qualifications

BSc (Hons) Management Sciences; Chartered Financial Planner; Certified Financial Planner; Advanced Financial Planning Certificate (AFPC) in Taxation and Trusts; Personal Investment Planning; Corporate Investment Planning; Pensions and Investment Portfolio Management.

 

A little about me

I have worked as a financial planner since 1983. Prior to that I worked as a researcher at the University of Manchester Institute of Science and Technology (UMIST) and at Bradford Management Centre and a Management Consultant with Touche Ross (now Deloittes).

I aim to build a long-term relationship with my clients based on trust and an understanding of their overall objectives. This involves analysing where clients stand now and providing impartial advice regarding their financial goals.

Mike Wellby
Chartered Financial Planner

Qualifications
Chartered Financial Planner; Certified Financial Planner CM  

 

A little about me
I live just outside Preston with my wife Allison and our 4 young children, which also has the effect pf occupying most of my free time.

In work I'm committed to helping people to realise their long-term plans through effective financial planning.  I'm also a member of the Association of Christian Financial Advisers (ACFA)

Paul Dunning
Client Relationship Manager
Lisa Estill
Independant Financial Planning Consultant

Qualifications

DipPFS CeMAP. Advanced Financial Planning Certificate comprising of Taxation and Trusts, Personal Financial Planning and Business Financial Planning as well as the Certificate in Mortgage Advice and Practice.

 

A little about me

Advanced Financial Planning Certificate comprising of Taxation and Trusts, Personal Financial Planning and Business Financial Planning as well as the Certificate in Mortgage Advice and Practice. I have, for the whole of my career, worked in financial services. 

My working life started with Prudential with my first 7 years being spent as a Sales Support Analyst working behind the scenes in training and systems before deciding to move out into advising clients. 

The majority of my career has been spent as an adviser with HSBC firstly with personal customers and more recently with the bank’s commercial customers. 

Away from work I am married to Steve and we have 3 children so my spare time is devoted to spending as much quality time as possible with them all.

 

 

Steve Czapowski  
Independent Financial Planning Consultant

Qualifications

CeMap, Diploma in Regulated Financial Planning (DipPFS)

 

A little about me

I have been in Financial Services for 14 years, beginning with AMP Pearl before moving to AXA Wealth and finally joining Whittakers in 2013. My entire career in financial services has been spent as an adviser, helping clients to make the most tax efficient use of their wealth.  I sit down with my clients on a regular basis to ensure that their plans are working towards achieving clients’ financial goals.

Away from work I am married with two children. We enjoy walking and holidaying in France.

Qualifications

HNC Business Studies and CertPFS

 

A little about me

Married to Margaret since 1971 with 3 children and 4 grandchildren. I worked in the Automotive Industry for 29 years, and following redundancy began a career in Financial Services as an IFA for nearly 20 years.

I now work 3 days a week in a Client Relationship role, and maintain contact with many of my former clients. I have reduced my working hours (as I am very old!) enabling me to enjoy golf, walking and my family.

© 2014 by  Whittaker Financial Solutions Ltd

Whittaker Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority and are entered on the register under FCA Firm Number: 409239

 

Registered in England and Wales with Company Number: 5090793