Whitehall Group Avis 

I've used Whitehall's services for several years now. As a Chartered Financial Planner who has several SSAS clients the services offered by professional trustees I have recommended is very important. Over the years Whitehall's service has been impeccable, working alongside me to deliver positive outcomes to clients. That is exactly what you need from a trustee.

We have had the pleasure of working with The Whitehall Group for many years, and our experience has been consistently outstanding. Joel, in particular, has been an invaluable resource throughout numerous transactions. His professionalism, efficiency, and deep knowledge have made every process smooth and straightforward.

The entire team at The Whitehall Group operates with the highest level of integrity and trustworthiness. Whether handling complex matters or routine transactions, they consistently deliver exceptional results with a personal touch.

We highly recommend The Whitehall Group to anyone looking for reliable, top-tier service. They are a rare find in today’s business world — a team you can count on, year after year.

I moved from another provider and they are like chalk and cheese. Whitehall have been so diligent and proactive since I moved over! I can't speak highly enough of them - let's hope it continues.

Friendly efficient service.

We deal with Whitehall regularly and value their expertise. Jane Davies and her team support our mutual clients and remain focused on excellent service at all times.
Whilst some staff work remotely to improve efficiency, the friendly and professional Toni Duckworth always welcomes us at the office.

I consulted with the Whitehall Group
For the crystallization of my Pension, from the very first account manager I was assigned Joel Wild to Dante Dawes, who both were extremely courteous, friendly, and professional to get you to first level

Next stage I was then assigned Josh Peel , Technical Executive who I can’t say enough about

The challenge of leadership is to be strong , kind , bold and thoughtful, Leadership is solving problems, Josh certainly achieved all this and more with his communication, dedication and professionalism all of which are first class
Most of all Josh gets the job done it’s so refreshing in today’s business world

Thank you Josh it was always such a pleasure speaking and dealing with you , you are most certainly a huge invaluable asset to the Whitehall Group who I would strongly recommend

The staff at Whitehall are all very helpful and this morning Toni did a great job talking me through some issues we were having. her patience, understanding and knowledge are excellent and I am so very pleased I chose them to manage my SSAS pension.
They go above and beyond and well deserve their "Best SSAS provider" status.

I have used the Whitehall Group for several years and I have always found them to be very professional, friendly, knowledgeable experts. It's a pleasure to work with them on the SASS administration. I'd be happy to recommend Whitehall for pension administration.

I have engaged with many financial services companies over the last couple of decades but have to say Whitehall Group are a standout professional operation. Highly expert in their field of SIPP and SSAS administration where they look to support you in achieving your goals within the limits of regulation. Such a different experience to other administrators who don’t appear to have the same level of self confidence in the detailed regs. With Whitehall you get top level support and guidance but they leave you to make the final decisions. No nanny state here !

I contacted Whitehall over 4 years ago having been brought to the edge of insanity by the incumbent Trustees of the company Pension fund. On calling their number I was immediately encouraged by not being advised to press one for a girl or two for a boy by a Clotbot !
To my overwhelming relief I heard the voice of a charming lady called Toni Duckworth, clearly a Consummate Professional and within the Hour I was having a constructive conversation with Jane Davies a Director. The process of extraction from the incumbent Trustees was challenging but all the Whitehall personnel acted politely, professionally and relentlessly. Four years on I can say with absolute sincerity that the Courtesy and Service I have enjoyed from day one has been of the highest calibre. In summary You will get Traditional Values backed up by modern Tech.The Pandemic destroyed the Businesses of the fund's modest Property portfolio and the assistance and advice provided by Whitehall to navigate the subsequent changes, coupled with issues of Vandalism and Storm damage claims cannot be over emphasized.The problem with Communication is that sometimes it has not properly occurred - No Organisation is infallible - yet Whitehall come close. They have won their awards through Merit with Client dedication and hard work. I have no hesitation in recommending them unreservedly.

Wonderul to visit such a vibrant, fast growing company that has brought employment and wealth to Ramsbottom and really helped put the town on the map. What a cheerful welcome from receptionist Toni.

We deal with Whitehall Group on a daily basis, working for an Independent Financial Adviser Firm. We have recommended them to many clients over many years. They are always very knowledgeable, courteous, helpful and above all their service levels are second to none, we deal with a lot of companies and Whitehall Group are by far the best.

I have been undertaking marketing and commercial photography / videography for the Whitehall Group for approximately 3 years now and I have always been overwhelmed by the welcome from all staff. The management are aware of the importance of capturing the business effectively and Toni, at the front of house, brings immediate warmth. If you have not been to the new premises yet (and they are well worth visiting), and are a current client or potential new one, pop in and see what I mean.

I have been working with Whitehall in a professional capacity for several months now and have found their approach to looking after clients to be excellent. My dealings with the senior team has demonstrated their thoroughness in their client service and administration; all essential for client protection. Their expertise is clearly evident.

Great training support with Richard regarding their propositions last week. Whitehall continue to be the best provider out there for SASS. Great communication and are always very good to work with throughout what can be a complicated process.

I have dealt with Whitehall on both a personal and professional level since the very start of their journey, they have developed massively in this time, providing first class service all the way, along with a vast array of knowledge and support. The knowledge and support is always helpful when dealing in such a technical area. I would be happy to recommend them to both friends and family, as well as clients of mine. Please keep up the great work. Marc

We’ll be looking for another supplier. No management and a total lack of control internally has meant that 2 tenants fell behind significantly on their rent and they didn’t notify us.

Having just completed a SSAS with Whitehall it’s not something I would recommend. Twice just before completion of the purchase of the property Dante put obstacles in place to delay the process.
Including waiting till completion to tell me not to do work in the property until I had an asbestos survey report which took over a month to obtain.
Costing me a loss of income plus having to pay an extra month rent at our existing property. This is despite having signed a asbestos disclaimer weeks before.
Do not be convinced you are in charge of your finances or the purchase process as you are not. It may be your money but you are not in control.
I could write an essay of problems Dante put in my way of the purchase. And after purchase reply’s from queries do not seem to be important to reply to quickly.

Take out a loan it’s a lot less stressful !!

I wanted to acknowledge the great service and support offered by Whitehall Group. Everyone we have dealt with has ben very helpful and incredibly efficient. I would like to give special recognition to both Toni who is tenacious in getting those pension transfers across the line and Dante who has guided us through a long winded commercial property acquisition and gone above and beyond at times. I would thoroughly recommend Whitehall Group.

Exceptional service provided by Josh Peel from the pension department at Whitehall Pension Group! Josh's professionalism and extensive knowledge were evident from the start. He effortlessly explained complex pension structures in simple terms, ensuring I fully understood the process. His dedication to customer satisfaction is truly commendable. Thank you, Josh, for your outstanding support and expertise