Company History | Thomas Whiting Ltd.

At Thomas Whiting Ltd., our company history reflects years of dedication, expertise, and innovation in the financial services industry. From the beginning, we have focused on helping individuals and businesses make informed financial decisions, guiding them through pensions, investments, mortgages, and protection planning.

Our Company’s Journey: A History of Growth and Innovation

Our company history is one of continuous growth and adaptation. As the financial industry has evolved, we have embraced change, ensuring that our clients always receive up-to-date and reliable financial advice.

Over the years, we have expanded our services to cover:

Pensions and retirement planning – Helping clients prepare for a secure future.
Investment strategies – Creating tailored plans to build and protect wealth.
Mortgages and protection solutions – Securing the best options for individuals and businesses.

Learn more about our full range of financial services.

Embracing Innovation to Enhance Client Experience

As part of our company’s evolution, we have integrated secure, user-friendly financial technology that allows clients to manage their accounts with ease. Real-time insights empower individuals and businesses to make proactive financial decisions.

Beyond technology, we continually refine our approach to deliver the highest standard of financial guidance. Staying ahead of industry trends ensures that our clients benefit from the most effective solutions. To explore how our expertise can help you, visit our contact page.

Building Long-Term Relationships Based on Trust

At Thomas Whiting Ltd., we believe that financial planning is about more than just numbers. It’s about trust, relationships, and understanding personal goals. Our expert advisers take the time to learn about each client’s unique circumstances, ensuring that our strategies are tailored to individual needs.

By focusing on personalised financial advice, we help clients achieve both short-term and long-term financial security. Whether you’re planning for retirement, investing, or securing a mortgage, our team is here to support you. Discover our tailored financial solutions.

Looking Ahead: A Company Built on Financial Expertise

We take pride in our company history, our dedicated team, and the trust our clients place in us. As we continue to grow, our mission remains clear: providing expert, forward-thinking financial advice that helps individuals and businesses secure their financial future.

If you’re looking for trusted financial guidance, contact us today at Thomas Whiting Ltd..

2003

thomas whiting starts the company after a long service with Prudential

This was the time when we started our company. We had no idea of the world outside a multi national corporation. The sales force had been made redundant this drove Thomas to start the company with the understanding that he could provide a service to clients who would no longer have access to an adviser. Many companies in the industry had followed suit and scrapped their sales force.
2009

first employees

Ashley Whiting took up the opportunity to join his Father and continue grow the firm, after learning the ropes through an advice arm at a high street bank.
2014

Partnership

Daniel Peter Salmon Financial Planning joined to work alongside the firm after many years experience in several high street banks
2017

Additional Mortgage expertise

Jamie from Black Sheep Financial Ltd joined to work alongside Thomas Whiting Ltd and offer expert advice in Mortgages and Investment Property.
2019

Additional Adminstration Support and Mortgage Trainee

The Most recent addition to our Staff is Roisin Whiting who has joined us after working for 13 years in various Roles in the Banking Industry. Roisin brings a wealth of experience and in addition to the administration support she'll provide, she is in the process of taking her Mortgage advice exams.
2020

New Mortgage Adviser

At the Start of the Year Zoe Adamson started with us. After a number of years in the Estate agency business, Zoe is now offering help to clients through the whole process of Moving and buying a home, as she now also offers Mortgage Advice.
2021

New Mortgage Adviser

Andrew has had multiple years experience in the industry. His experience within mortgage advise he holds a valued key role within our company. We are very pleased to have him as part of Thomas Whiting Ltd.
2021

New Financial Administrator

Harvey is a new member of our team. He started with us in September 2021. He is one of our first apprentices. He is completing an apprenticeship to become a qualified Financial Administrator. He is an eager to learn and is enthusiastic about learning skills in his new role whilst working with us at Thomas Whiting Ltd.
2021

New Mortgage Adviser

Joshua is a new member of our team. He started with us in September 2021. He is one of our first apprentices. He is completing an apprenticeship to become a qualified mortgage advisor. He is excited about his new role and looks forward to a career along side Thomas Whiting Ltd.
2023

New Financial Administrator

Aimee is our newest member of the team. She started with us in January 2023. She is experienced in administration and is working towards becoming qualified in Financial Administrator. She is eager to learn and is enthusiastic about learning skills in her new role whilst working with us at Thomas Whiting Ltd.