Beki Whitehouse

Consultant: Beki Whitehouse

DN14 7TP

On leaving school I embarked on a successful and happy career with HSBC Bank, now having over 30 years’ experience in the financial services industry. As a qualified Financial Advisor I have a wealth of experience advising clients in all areas of financial planning but in particular now focus on working with clients who wish to review their protection needs. I also specialise in helping Employers who wish to provide employee benefits to their staff. I am proud to be a qualified adviser and hold the Chartered Insurance Institute Diploma in Financial Planning and the Chartered Institute of Bankers Certificate in Mortgage Advice and Practice. Following redundancy from HSBC in 2011, I seized the opportunity to leave what was becoming a very ‘sales’ driven environment and moved into the world of self-employment. This has given me the chance to focus on building true relationships with my clients, getting to know and understand exactly what their individual needs are and advising them accordingly in all areas of protection – these being life insurance, critical illness cover, income protection, medical insurance and health cash plans, along with funeral plans. Based on client feedback I can now also advise clients who wish to make a Will, and/or set up Powers of Attorney. I work with a range of clients, who vary from Individuals and Families, right through to Sole Trader owner managed businesses, Partnerships and Limited Companies and I take great pride in giving my clients peace of mind. When not working you’ll either find me at the gym or knee deep in mud gardening!

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