NEW APPOINTMENTS AT WFI

Whitehall Financial Independent’s (WFI) Derby office is rapidly expanding with three new appointments – Independent Financial Advisers, Kevin Holleron and Mark Tennant and Branch Manager Martin De Lamo White have recently joined the firm.

Kevin Holleron spent his youth on the books at Hull City Football Club but was forced to re-think his career following a knee injury. He joined the Prudential in 1995 and has never looked back. He quickly rose through the ranks gaining advanced qualifications and it was whilst providing specialist advice to dentists with Wesleyan Medical Sickness that he achieved the Elite award in 2006 and 2007 for finishing 3rd in UK and Ireland for business production. Kevin has worked extensively with the dental profession and at WFI will develop the healthcare division working closely with other members of the WFI team.

Mark brings with him many years experience in financial services having started his career at Sun Life before becoming an Independent Financial Adviser in 1997. At WFI Mark will be incorporating this experience and knowledge to offer sound and balanced advice to both corporate and private clients.

“WFI are a highly professional and dynamic company” says Mark “I am looking forward to working with my existing clients and developing new clients in the Derby area and especially working with the WFI team to expand our influence and client base in the region”

Martin De Lamo White joins WFI as Derby Branch Manager with over 15 years experience in Financial Services. He has been head of operations at a local financial management company for the last 4 years, prior to that was a senior para-planner/office manager and holds the CII Financial Planning Certificates 1,2 and 3. Martin will be continuing to provide clients with a high quality service while exploring opportunities to further develop new products and services at WFI.

“We are delighted to welcome Kevin, Mark and Martin to the company” says WFI Director Paul Archer, “their experience, knowledge and abilities will be a great asset to the Derby team”. Whitehall Financial Independent is one of the UK’s top 100 financial advice groups, which was formed in 1996 and has grown considerably in the past few years with prestigious offices at Pride Park, Derby, a Head office in Sheffield and a branch office in Lincoln. The firm’s initial staff of 3 has expanded to 19 qualified independent financial advisers and 13 support staff. WFI are Chartered Financial Planners and offer a comprehensive range of financial planning services to both corporate and private clients. Reference The company featured in the November 2009 supplement published by Professional Adviser Magazine of the ‘UK’s Top 100 Financial Adviser Groups 2009’

For further info contact Janet Stobbs, Business Development Manager at: Whitehall Financial Independent Limited, Whitehall house, 2 Queens Road, Sheffield S2 4DG Tel: 0114 2758882 E-Mail : janets@wfiltd.co.uk

Or visit : www.whitehallfinancial.co.uk

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