Chelsea Whittock

Chelsea Whittock

Armstrong Watson Financial Planning & Wealth Management

Minimum savings/pensions: Any amount

0330 038 8942
Based in Carlisle
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Top Rated 2025
Verified since: June, 2022

4.9 out of 5

44 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 March 2025

    Chelsea is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chelsea's status

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Chelsea has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Chelsea has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Chelsea has not yet added their fees to their profile

  • 18

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Chelsea

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chelsea (based on 18 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 March 2025

    Chelsea is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chelsea's status

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Chelsea has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Chelsea has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Chelsea has not yet added their fees to their profile

  • 18

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Chelsea

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chelsea (based on 18 first impressions)

I am committed to supporting my clients in achieving financial confidence and independence. Understanding the distinct challenges they may encounter, I offer personalized financial guidance to aid their financial empowerment. With a foundation in pensions and a degree from Durham University, my career in financial services began in the commercial property within SIPPs team at a pension firm, and this laid the groundwork for my subsequent role in financial planning at a local building society. In 2020, I joined Armstrong Watson, and shortly after achieved my Diploma in Regulated Financial Planning. When not working, I enjoy the tranquility of the Lake District trails and am training for the London Marathon in 2025. During rainy season, you will often find me baking (training for the day I enter the Great British Bake Off!) With a philosophy centered on an open and relaxed approach, I ensure that my clients are always the priority. The numbers are important, but the stories behind them—the dreams, goals, and aspirations—are what truly matter. For a conversation that puts you and your financial well-being first, I invite you to a complimentary initial consultation. Let's embark on this journey together.

Offers available through VouchedFor

Contact Chelsea through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Chelsea's clients

Based on responses provided by clients who have reviewed this adviser

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