Whateley Wealth Management Ltd

Independent Financial Adviser  Whateley Wealth Management, West Midlands, B45 8AS
First meeting at adviser's own cost
We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
MISS Nicola Whateley APFS
Chartered Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Everyone deserves financial security and the peace of mind that brings, which is why we navigate you through the complex financial landscape to help you to understand and achieve your lifetime goals.

Your journey to a secure financial future is deeply personal - it needs to be unbiased, bespoke and balanced to your exact needs - and we'll be here for generations, helping as your needs change and continually developing how we serve you - going the extra mile.

Our services

We treat all our clients as individuals and take time to understand your circumstances, priorities and financial goals. We provide bespoke advice best suited to your circumstances at a competitive and affordable cost.

Where to find us
Head office address: Whateley Wealth Management, 3 Parsonage Drive, Cofton Hackett, West Midlands, B45 8AS
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 29th November 2021

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