Whitelock Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management


E-Briefing Service

An email communication service

The E-Briefing Service delivers investment, retirement, protection, and business insights directly to your inbox.

A range of updates available

The service will keep you informed of the latest market and economic news, our range of funds and fund managers, how Budget or tax changes impact you, your business and / or family, and much more.

Personalised to suit you

Choose from any of our communications to suit your financial situation, and revisit at any time to update your email preferences should your circumstances change.


Whitelock Financial Planning Ltd

Julie Whitelock DipFA CeLTCI Adv DipFA Chartered ALIBF Director of Whitelock Financial Planning Ltd Partner Practice of St. James's Place Wealth Management