The senior management of Whittle & Skok Financial Services consists of highly experienced individuals who directly manage the day to day operations and ensure the high standards to which we aim are adhered to.
The individuals responsible for key teams such as strategic financial advice, adviser services and investment research and management, have all been with the firm for more than a decade and, in some cases, more than two decades. Many of the supporting staff within these divisions have similarly long tenures.
Our key staff are also highly qualified, with all holding the highest designations achievable in their respective areas of expertise, including all of our senior advisers having achieved the Certified Financial Planner® designation.
This experience and consistency means that our teams have worked together through all types of investment cycles and, just as importantly, have built lasting, successful relationships with our clients.