Whateley Wealth Management Ltd
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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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Next home / Remortgaging
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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 25th January 2021
Meet our advisers
Nicola Whateley
Chartered Financial Planner
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
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
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
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
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, Birmingham, B45 8AS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
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.
