Whateley Wealth Management Ltd
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Buying commercial property
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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Commercial mortgages
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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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Long Term Care
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Last authorised 24th February 2020
Meet our advisers
Nicola Whateley
Independent Financial Adviser
Qualifications & Accreditations
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AF3 - Pension Planning (CII)
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This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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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.
DipFA - Diploma for Financial Advisers (LIBF)
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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
What our clients say
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.
Maria, Rednal
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.
Philip, Longbridge
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 with my concerns and also more than happy with the returns on investment she recommended. When Nicola then left the bank to eventually become independent I made sure to keep in touch and now we meet at least a couple of times a year to manage my finances and keep track of investments etc. I have also approached Nicola for advise on pensions and life assurance, all of which I have no complaints about what so ever.
Over the years Nicola has helped me to ensure my investments are making a good return. Nicola has also advised on the right life assurance for my needs and I know should anything happen I'm more than happy my family would be provided for. Currently my company is discussing a change to final salary pension and Nicola is being a wonderful support offering guidance and advice to help me get the best possible outcome from the termination of the company scheme and what direction I should go in in order to compensate for the changes being made.
I am more than happy with all the investments Nicola has recommended for me, but before making any investment Nicola always makes sure my attitude to risk is clear and I know exactly what I'm investing in or paying for. I could not have achieved the return on investment on my own, and for that reason I know the information Nicola is providing is trust worthy.
If I ask Nicola advice for anything financial I know I'll get a response within 24 hours.
Mark, Halesowen
About us
We pride ourselves on being independent and offer unbiased advice on a wide range of financial products. We have an extensive knowledge of the financial markets allowing us to provide trusted and professional service to all our clients. We have over 17 years experience in financial services. We provide advice to private individuals, commercial and business clients. We specialise in pension and investment advice.
Our services
We treat all our clients as individuals and take time to understand their circumstances, priorities and financial goals. We provide bespoke advice best suited to their circumstances at a competitive and affordable cost.
Where to find us
Whateley Wealth Management, 3 Parsonage Drive, Cofton Hackett, West Midlands, Birmingham, B45 8AS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
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