Guiding your finances with clarity and confidence.
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My Story
Hi, I’m Eve, founder of Whiteman Bell Wealth. I’m a Chartered Independent Financial Planner with over 25 years’ experience in the Pensions and Investment industry. I help individuals and families make smarter financial decisions.
I’m passionate about helping clients achieve their goals, using evidence-based investing and Nobel Prize–winning economic research to shape effective, long-term strategies.
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At Whiteman Bell Wealth, we believe a successful financial plan should be:
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Cost-effective and transparent.
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Built around a clear, personalised strategy.
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Resilient through market ups and downs.
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Focused on long-term outcomes.
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Our aim is to give you clarity, confidence, and peace of mind, so that you can enjoy life whilst we handle the financial detail.
A little bit about Whiteman Bell Wealth...
We provide holistic wealth management and financial planning for individuals, families, and business owners.
Our specialisms include:
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Tax Planning & Intergenerational Wealth Transfer
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Investment & Retirement Planning
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Financial Strategies for Business Owners
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We only take on a limited number of new clients each year, to ensure that we deliver a consistent highly personal and attentive service.
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Investments carry risk. The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.
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The Financial Conduct Authority does not regulate Tax Planning.​
Who we help
We partner with clients who want to make the most of their financial resources. Some have already accumulated significant wealth, while others are actively building toward it. In every case, our focus is on helping you protect, grow, and enjoy what you’ve worked hard to achieve.
What we do
We provide comprehensive wealth management, starting with a clear financial diagnosis and a lifetime cash flow model tailored to your goals. Through annual reviews, we keep your plan on track, ensuring your tax strategy and cash flow remain up to date. Working closely with your accountant, we support detailed tax calculations and offer specialist guidance on areas such as pension carry forward, bond calculations, inheritance tax, and estate planning.
What's in it for You
You'll gain confidence that your wealth is being managed effectively. You’ll know your tax strategy is working efficiently, your estate is well planned, and that you have expert guidance whenever life changes.