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Jenny Whitehouse Financial planning
Partner

Jenny Whitehouse

Financial planning

Areas of expertise

Court of Protection, Personal Injury & Clinical Negligence, Cash flow planning, Personal & Occupational Pensions, Financial & Estate Planning.

Experience

Jenny has more than 20 years of experience in financial services, originally focused on the lending market she founded her own wealth management practice with Edward Jones in 2008 which was eventually taken over by Evelyn Partners. She was promoted to Director in 2019. Throughout her career Jenny has worked with a very wide range of clients on their retirement planning, protection and IHT & estate planning.

Jenny is also a Court of Protection and Serious Injury specialist working with some very vulnerable clients and their trustees/deputies. The high value of these settlements require comprehensive planning to ensure future financial security and Jenny prides herself on the warmth and compassion she can bring to guiding clients and their families though these difficult circumstances.

Notable client work and achievements

Women in Financial Advice Awards: Financial Advisor of the Year North East – Shortlisted (2021)
Yorkshire Financial Awards: Financial Adviser Team of the Year – Winner (2019)
Mother of two and keen explorer of the Peak District with her dogs.

Professional qualifications and memberships

BA (hons) European Business Administration and Economics
Advanced Diploma in Financial Planning
CF8 qualified in specialist Long-Term Care needs
Member of the Chartered Insurance Institute
Certified Dementia Friend

 

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