Company Information

Get to know Whittingham Wealth & Associates

Whittingham Wealth & Associates Ltd is a financial advisory firm and an Appointed Representative of St. James's Place Wealth Management plc. The company focuses on providing a wide range of wealth management services to individuals, families, and businesses. Their mission is to build long-term client relationships by offering tailored advice on investment planning, retirement planning, inheritance tax planning, and wealth protection. As part of St. James's Place, the advice they provide is guaranteed for its suitability when recommending any of the wealth management products and services available from the group.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Whittingham Wealth & Associates

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.