What our clients say
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.
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.
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.
Where to find us
Whateley Wealth Management, 3 Parsonage Drive, Cofton Hackett, West Midlands, Birmingham, B45 8AS
Make an enquiry
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.
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.