Shenda Whelan - Financial Adviser at Emma Ralls Wealth Mangement Ltd

Shenda Whelan - Financial Adviser at Emma Ralls Wealth Mangement Ltd I am a certified financial and mortgage advisor, with over 17 years of experience. DipPFS, CertCII MP

If an appointment is required outside of normal opening hours eg on a Saturday or a evening just get in touch for availability.

30/07/2026

Send a message to learn more

30/07/2026
14/07/2026

8 years ago, I made the decision to leave Santander and join Emma Ralls Wealth Management to begin my journey to becoming a Financial Adviser… and I’ve never looked back!

Over the years, I’ve been lucky enough to meet so many amazing people, build wonderful relationships and help clients plan for their futures.

For me, being a Financial Adviser has always been about so much more than numbers. It’s about getting to know people, understanding what’s important to them and helping wherever I can.

I’m so grateful to everyone who has trusted and supported me along the way. I genuinely love what I do and feel incredibly lucky to have a career where I get to meet new people, build lasting relationships and hopefully make a difference along the way.

Here’s to the last 8 years and many more to come! ❤️🥂xx

16/05/2026

Hi all, I’m thinking about offering Saturday appointments @ Emma Ralls Wealth Management in Egremont and would like your feedback if this is something you would be interested in.

Quick poll 👇
Yes
No
What financial topic would you most like help with?
💰 Investing
🏡 Mortgages
📈 Retirement
📊 Budgeting

Comment below or message me if you think this would be beneficial, have a fab weekend Shenda x

My husband Maffa is taking part in a Distinguished gentleman’s motor bike  ride on Sunday 17th May , meeting at ours to ...
15/05/2026

My husband Maffa is taking part in a Distinguished gentleman’s motor bike ride on Sunday 17th May , meeting at ours to raise awareness for men’s health and prostate cancer, if you would be interested to join the group in our area to help raise awareness please get in touch via insta or message 07512680307 and you will be added to the group all donations are welcome to go towards an amazing cause thank you all so much for your support xx

Fun fact: save on corporation tax through a Ltd company as it comes off your profit or reclaim tax back through a sole trader depending on your tax bracket and always gift aid a self assessment would be required xx

https://www.facebook.com/share/p/1JCnvLVv5Y/?mibextid=wwXIfr

Support Matthew Whelan's fundraising campaign. They've raised $28.29 so far!

We did it! 🎉The defibrillator has now been successfully installed after reaching our fundraising target. A huge thank yo...
17/04/2026

We did it! 🎉

The defibrillator has now been successfully installed after reaching our fundraising target. A huge thank you to everyone who supported the Morley Defib Appeal — we couldn’t have done it without you.

Your generosity will help save lives in our community. ❤️

06/03/2026

📈 With inflation rising and tax thresholds frozen, many people are noticing more of their income falling into higher tax bands.

That’s why understanding the allowances available before the tax year ends on 5th April can make a real difference.

In this article, we explore 5 allowances worth knowing about and how they may help support longer term financial plans: https://ow.ly/qGoV50YpEnU

Taxation rules can change at any time and are dependent on individual circumstances.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 02/03/2026

Happy Friday everyone, Just a reminder it is with sincere regret that we announce the cancellation of our upcoming chari...
27/02/2026

Happy Friday everyone, Just a reminder it is with sincere regret that we announce the cancellation of our upcoming charity event The Morleys Defib Appeal scheduled for 28th February 26 which was being held to support the purchase of a community defibrillator.

We remain committed to raising funds for this vital lifesaving equipment and all you support is much appreciated by donating below to

https://gofund.me/23bda9590

The Morley’s Defib Appeal ❤️

Thank you so much for your support.

Emma Ralls Wealth Management We’re raising money to provide lifesaving defibrillators for … Shenda Whelan needs your support for The Morley’s Defib Appeal

Address

October House, 27 Market Place
Egremont
CA222AG

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Shenda Whelan - Financial Adviser at Emma Ralls Wealth Mangement Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shenda Whelan - Financial Adviser at Emma Ralls Wealth Mangement Ltd:

Shortcuts

Share