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.

Although John no longer provides advice, his knowledge,  experience and input is invaluable to the firm.  John is a shareholder and board member with overall responsibility for the finances of the company while providing guidance on systems and controls to ensure the firms continuance of good practice, governance, and the highest standard of care to our clients.

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.

Testimonials

“High quality advice for many years, and very responsive to our particular circumstances. John Goddard has been an exemplary financial adviser”

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!).

Testimonials

“Richard and the team have been a pleasure to work with and were just what I was looking for in an adviser so I’m sure this will be the start of a long, trusting and productive relationship”.

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 two grandchildren. When not at work, Steve enjoys spending time with his family, gardening/DIY projects and watching sport.

Testimonials

“Steve Shutt is always very thorough, very professional and approachable, either home meeting or on the phone. Steve and Whittington Goddard have been very good over the years I have been associated with the company”

James State Financial Planner
James State
Financial Planner

James State Financial Planner


About James State

James has worked in financial services since leaving University in 2005. After many years working for Aviva, mainly assisting financial advisers recommending Aviva pension and investment products he became a financial adviser himself in 2017 as the modern day “Man from the Pru” at Prudential.

James is a Chartered Financial Planner and became a Fellow of the Personal Finance Society in 2015, having passed the requisite exams. This achievement has been obtained by a very small percentage of advisers operating in the UK and demonstrates James’ acquisition of skills and knowledge of the highest level.

James advises clients across the full spectrum of financial planning needs including pensions, investments, protection, equity release and long term care, ensuring that whatever the needs of his clients he can provide appropriate advice that is always in their best interests.

James’ straightforward manner is highly appreciated by his clients as is his ability to break down the complex side of financial services into understandable plain English. James prides himself on his personal service and is passionate about ensuring client advice is of the highest quality.

Away from the office James is married with three young children. What spare time he has is spent either playing or watching sport.

Testimonials

“My partner has trusted Whittington Goddard with his investments for many years, so when I needed advice on a trust fund investment, I looked to them. Myself and the other trustees received a very professional and informative service from James State. I will certainly give Whittington Goddard any repeat business and am happy to recommend them to friends and family”

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 Paraplanner in the future.

Adil is passionate about what he does at Whittington Goddard Associates and is proud to be part of the 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.

Address
26 Causeway Head Road
Dore
Sheffield
South Yorkshire
S17 3DT

Opening Times

Monday to Thursday – 8:30am – 4:30pm
Friday – 8:30am – 2:30pm


Want to know more?

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