About Us

Established in 2003, the team at Whittington Goddard Associates Ltd has many years’ experience providing practical financial planning advice to people, families and businesses in Sheffield and the surrounding area.

We provide advice across a wide range of services including investments & savings, pensions & retirement planning, life cover & income protection, mortgages & equity release and care fees planning.

We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. We ensure that every client receives the level of service they have the right to expect when trusting us with their finances.

At Whittington Goddard Associates Ltd, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

 

Meet the Team

John Goddard Director
John Goddard
Director

John Goddard Director

About John Goddard

John has worked in financial services since 1978. He started his career as a home service representative for Britannic Assurance, progressed to Assistant Branch Manager and went on to become an IFA in 1999.

In 2003 both John and Richard Whittington formed Whittington Goddard Associates.

John works as a financial planner, providing solutions for clients in all areas of financial services.  He has passed examination in the following advice areas:  taxation and trusts, personal investment, pensions and long term care.

Happily married for many years with two grown up children and three grandsons who provide a whole new focus on life.

When not at work, John enjoys spending time with his family, travelling, watching sport and fitting in the occasional DIY project.

Richard Whittington Director
Richard Whittington
Director

Richard Whittington Director

About Richard Whittington

Richard’s career in Financial Services began in the late 1990s following a period in the Armed Forces and completion of a BA (hons) Business Studies Degree in Sheffield.

After initially working for a regional IFA for several years Richard set up Whittington Goddard Associates along with fellow co-director John Goddard in 2003.

Richard specialises in pensions, investments and inheritance tax planning.

Outside work, Richard now enjoys playing golf (advancing years having curtailed his love of rock-climbing and mountaineering!).

Steve Shutt  Financial Planner
Steve Shutt
Financial Planner

Steve Shutt Financial Planner

About Steve Shutt

Steve has worked in financial services since 1994, starting his career as a home service representative for Co-Operative Insurance. He became an IFA in 2003, focusing mainly on the mortgage and protection markets, before joining Whittington Goddard in 2007

Steve obtained his QCA level 4 Diploma in 2011 and works as a financial planner, providing solutions for clients in all areas of financial services.

Steve is married to Kerry and they have four grown up children and one grandchild. When not at work, Steve enjoys spending time with his family, gardening/DIY projects and watching sport.

 

 

 

 

Angela Guylee  Financial Planner
Angela Guylee
Financial Planner

Angela Guylee Financial Planner

About Angela Guylee

I have over thirty years experience advising clients, and have been an older client specialist adviser for over 20 years. I become a member of SOLLA (Society of Later Life Advisers) in 2010, and believe that being a member of SOLLA is not only about giving good financial advice but also showing kindness and understanding towards my clients.

My experience has also meant I understand that attorneys also often require special care, support and empathy as they are often upset and feeling guilty at placing a loved one into a care home.

Many of my clients are widows with no family and I will always go the extra mile to ensure they feel secure and happy. Even clients who do have family often have some matters they don’t want to discuss with them, not necessarily financial, and I work hard to support them in all areas.

The main areas of advice that I offer are care fees planning, investments, equity release and inheritance tax planning, as well as providing advice regarding benefits that might be claimed, such as Attendance Allowance, and discussing Lasting Powers of Attorney.

My years of experience in cases such as these has led to an understanding of the requirements and time involved in coming to a suitable solution, and recognising that all situations and requirements are unique to each family.

Angela has produced an informative and useful handbook, for your free copy please call 0114 2351623 or send an e-mail to enquiry@wg-associates.co.uk.

Testimonials

“Angela Guylee has been immensely helpful and supportive and I could not feel more secure than under her guidance”

“Angela looked after my mother’s financial arrangements and did a very good job. I met Angela a few times up to her death and found her knowledge and expertise to be first class. With this knowledge we decided to approach Angela for her recommendations for my wife and me”.

 

 

 

 

 

 

Michelle Storey  Practice Manager
Michelle Storey
Practice Manager

Michelle Storey Practice Manager

About Michelle Storey

Michelle joined us in 2013 from a successful career having worked in all areas of Financial Services from Mortgage Advisor to PA/Paraplanner since 2004. Her initial role was to work alongside John Goddard and Richard Whittington as full time PA/Paraplanner, this has now evolved and Michelle is now our Practice Manager, dealing with the day to day management of the office and its processes/systems – ensuring they are efficient, accurate and appropriate. Michelle also assists with Compliance, Investment Process research and many other duties.

Michelle is passionate about her work and her commitment to Whittington Goddard Associates.

Married with two older children, life is always busy, but when not working, Michelle spends most of her time at the gym.

 

Kira Bennett Financial Administrator
Kira Bennett
Financial Administrator

Kira Bennett Financial Administrator

About Kira Bennett

Kira joined us in 2013 having previously worked as a mortgage administrator since 2004. She is now experienced in many areas of Financial Services administration and works closely with our advisers as a Financial Services Administrator to ensure the efficient processing of business at all stages. Her other duties include accounts and payroll.

Kira thoroughly enjoys her work at Whittington Goddard Associates and is proud to be part of the team.

Outside of work Kira enjoys spending time with family and friends. She has two children who always keep her busy with their many sporting activities.

Adil Mahmood  Financial Administrator
Adil Mahmood
Financial Administrator

Adil Mahmood Financial Administrator

About Adil Mahmood

Adil joined us in January 2019 having graduated from Sheffield Hallam
University in 2014 with BA Hons in International Finance and Fund Management. He has worked within the Financial Services since 2015 starting at Lloyds Banking Group in the mortgage department to working within the Finance Team at Prudential.

Adil joined Whittington Goddard Associates as a Financial Services Administrator and is currently studying towards becoming a fully qualified adviser in the future.

He is pleased to join us and is looking forward to becoming a very important part of our team.

Outside of work Adil enjoys spending time with family and friends. He takes part in many sporting activities including football and running and also devotes some of his spare time as a charity volunteer.

Want to know more?

Call us for a friendly chat on 0114 235 1623 or email : enquiry@wg-associates.co.uk

Opening Times

Monday – Thursday – 8.30am – 4.30pm

Friday  – 8.30am – 2.30pm