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Grace Whalley
Grace Whalley
About
Grace is an Associate Financial Adviser at The Private Office, based in Leeds and covering areas such as Manchester, Cheshire and Newcastle. As a qualified financial adviser, she takes the heavy lifting off clients shoulders to help them to navigate various financial life stages and allow them to focus on meeting their different objectives in life.
Grace focuses on the client, their family and their goals to ensure that she can bring to life a plan that makes sense and is sustainable by using visual models and a concrete understanding of different products and solutions. By ensuring that all members of the family are included in the process, she promotes the inclusion of both women and younger adults to the conversation and ensures that everyone feels confident with their finances.
Having worked in financial services since 2021, Grace has experience working with protection policies, inheritance tax planning, and planning for a comfortable retirement both before and after the end of employment. She has also worked alongside TPO's pension transfer specialists to assist and deliver comprehensive safeguarded benefit advice and investment and tax planning for both simple and complex cases. Her experience allows her to use a holistic approach to financial planning, looking at the bigger picture for her clients and keeping them on track to achieve their financial goals.
Grace has certificates in financial planning and investment management and is currently working towards Chartered accreditation with the aim to become a Fellow of the Personal Finance Society. In 2023 she was a finalist for the Rising Star award at the Women in Financial Advice Awards.
Before joining TPO, she studied International Business Management at the University of Sheffield, including studying and working in Sydney for a year during her degree.
When she’s not advising at TPO, you will most likely find Grace running around the country in an attempt to find a new trail or route for training. She has completed a couple of marathons to date and runs regularly with her local running club so she’s always striving for a bit of a challenge or the next big race. Aside from clocking up the miles she also loves to travel and experience new parts of the world and the various cultures and foods worldwide.
A bit closer to home, she regularly watches local rugby games and sports around Leeds, supporting friends and family from the sidelines.
Areas Of Expertise
- Protection planning
- Estate planning
- Retirement planning
- Cash flow forecasting
- Investment advice
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
- Certificate in Equity Release
- Certificate in Mortgage Advice
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Grace works from our office in Leeds and has clients in areas such as:
Leeds new adviser locations
Leeds new adviser map
- Harrogate
- Ilkley
- York
- Sheffield
- Wakefield
- Doncaster
- Nottingham
- Derby
- Manchester
- Liverpool
- Lancaster
- Newcastle upon Tyne
At a glance
- Diploma qualified financial adviser
- Finalist at the Professional Adviser Women in Financial Advice Awards 2023
- Working in financial services since 2021
Grace was super friendly and supportive. She gave great advice which left me feeling confident in my next financial steps.
September 2024
Grace helped us understand how to improve our investment strategy for our retirement and accessing our pension in the future.
September 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Grace's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.