About
For over 25 years, Whistlebrook has supported the growth of our financial services clients by providing data-driven software solutions to efficiently manage their regulatory, forecasting and accounting disclosure requirements.
Whistlebrook Corporate Overview
Since our inception in 1997, we have been providing software solutions to the financial services industry. We believe that software innovators make a bigger difference for their customers when they collaborate. We operate in partnership with our clients to innovate our growing software portfolio and each module's strategic road map is designed proactively with our customers’ needs in mind.
Our sole ambition is to enable financial services businesses to focus on their customer engagement whilst all of their regulatory reporting, financial accounting & forecasting and financial risk management needs are met by a suite of integrated modules. Our software portfolio orchestrates the data from their core systems of record and customer engagement platforms into a consistent whole.
There are many large, and small, competitors to Whistlebrook but none have created as comprehensive a suite of modules to provide the financial services industry with a consistent holistic view of their organisation regardless of whether they are considering the organisations financial & risk position in the past, today or into the future.
Tailor-made for UK Finance Organisations
Whistlebrook software solutions are specifically built for UK financial services. With dedicated team of experts based at our head office in Hertfordshire and our development centre in Cambridgeshire.
Our Purpose
Our purpose is at the core of why we exist.
Helping the banking and finance industry to see the big picture with data-driven insight.
Our Values
These are our fundamental reasons for being and our moral compass that guides our decision making.
Excellence
We use our expertise to continuously innovate our product portfolio operations to ensure superior results for our clients so they can focus on meeting the evolving needs of their customers.
Integrity
We act responsibly, honestly and with authenticity.
Partnership
We continually deliver exceptional results precisely because we prioritise collaboration with our clients.
Client-Focused Service
We set ourselves high standards, striving to exceed our client’s expectations.
Our culture and people
We consider our culture and ownership model to be a foundation of our creativity and longevity. The majority of the Whistlebrook team have been with the business for over a decade and the newer team members can pursue their personal growth across the breadth of the business’s activities. The three significant shareholders in the business are committed to the businesses continued independence and over the last three years a significant minority share of the ownership of the business has been transferred to the broader Whistlebrook team.
How we run our business
We take pride in creating a fully inclusive working environment for all our colleagues. Flexible working options are available and we invest in supporting the physical, emotional and financial wellbeing of our employees. Dedicated to promoting a culture that celebrates achievement and rewards innovative thinking.
Our climate strategy
Whistlebrook is committed to operating as a responsible and sustainable business. Over the last decade we've been working to reduce our own environmental footprint, supporting social well-being, and uphold ethical principles in our operations. Taking an end-to-end sustainability approach, we are prioritising the procurement of sustainable and eco-friendly products and services, minimising waste generation and promoting recycling and responsible waste disposal practices. Beyond reducing our own footprint, we consider environmental impact as a key factor in supplier selection and contracts. In addition, we actively engage with our communities, supporting local initiatives and charities.
Our Environmental, Social and Governance (ESG) Policy outlines our commitment to sustainability and serves as a guide for our employees, stakeholders, and partners.
Leadership Team








Joe joined Whistlebrook in 2010 as a Project Manager, since then he has been responsible for working with clients on the range of modules Whistlebrook offers. Most recently taking up the role of Customer Services Director, Joe is responsible for overseeing the Support, Quality Assurance and Product Implementation teams. During his time at Whistlebrook his roles have ranged from software consultancy, implementation projects, while also working as part of the support team and testing software releases.
Joe joined the board of Whistlebrook in November 2024 with continued oversite of Customer Services and Quality Assurance.