Whateley Wealth Management Ltd
Initial consultation free
Independent financial adviser
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
Clients
helped
251helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MISS Nicola Whateley APFS
Chartered Financial Planner
What our clients say
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Mark
I first met Nicola when she was an advisor in my local bank, I went to my bank at that time for some investment advice, not knowing who else to trust. I was more than happy with the way Nicola dealt...
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Maria
Nicola is extremely professional at what she does. I felt I could trust her completely and I was really happy with the advice given. Nicola also provides a great aftercare service.
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Philip
Nicola is always available to assist me financially when I need her. She gives me a high level of advice with a great ongoing service. She also looks after my family.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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