Whateley Wealth Management Ltd

Independent Financial Adviser 3 Parsonage Drive, Cofton Hackett, Worcestershire, Birmingham, B45 8AS
First meeting at adviser's own cost
Response rating
9.8 /10
FCA verified
16th September 2019
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Nasreen Akhter
Independent Financial Adviser
What our clients say
I am not the kind of person that uses superlatives so freely, and very rarely leave any reviews, but they are truly warranted in these circumstances. Myself and my family are truly grateful to Naz in assisting us with a complex and challenging pension scheme. Having found Naz's contact details via the Unbiased.co.uk website I spoke with her to help me with a relatively complicated pension transfer that need to be completed in a very short period of time. I initially spoke to a few advisers, before speaking to Naz and felt quite disheartened in their approach and lack of care. From the initial discussion Naz was extremely proactive and helpful and quickly took on the challenge to help with the pension transfer process. Due to very specific circumstances it was imperative that the pension transfer was carried out as soon as possible. Naz, provided sound advice, and made the complicated world of pensions much palatable, with clear and easy to understand advice, specifically relating to our circumstances and made us aware of potential future tax implications. She made regular home visits as required, and went over and beyond her realms of duty, and as such liaised with the pension trustees and managed to get our money much quicker than we anticipated, while keeping us appraised throughout the process and overall delivering a level of service that was nothing short of exceptional. As a financial services professional (myself) that had done extensive reading about the complexities and typical timeline for a pension transfer process. Once Naz was involved it became a massive relief for us that we had appointed such a professional and competent IFA to help with this process. Naz was able to get the transfer completed within a matter of weeks and the speed of this execution ended up being more important than we had initially thought. We will definitely be appointing Naz for any future financial & wealth management advice that we require and we have recommended her to family and friends already and will continue to do so without reservation. If you are looking for an honest, trustworthy, professional, diligent and competent IFA then look no further than Naz and the team at Whateley." Mr G (Solihull - West Midlands) - May 2019
Mr G, Solihull
I came in to a relatively large some of money, and was looking for the best investment strategy to suit me and my family in the long term. Nasreen met with myself and my partner a number of times, talking us through the process, and how she could help make my money work for us. I also met with 9 other advisors from different firms, to evaluate who we felt we would most like to work with. Nasreen was by far the best of all the advisors we met, and I was more than happy to choose her to represent our investment portfolio moving forward. I am happy so far and am confident that Nasreen will achieve the results she has promised.
David, Hertfordshire
As my private pension is now deferred I wanted to know if there would be a better option for me. I am approaching the age where I would be allowed to claim it, I wanted to speak face to face someone who could explain it clearly, the pros and cons. Nasreen, gave me excellent advice, she broke each part down so I understood exactly how much I would receive and when. Her knowledge, was exceptional. Her approach made me feel very comfortable and safe. Trusting, someone with your finances now and for the future is daunting and makes you wary, I had no issues at all on trust with Nasreen. I thank her, for making me feel at ease. The advice and information Nasreen has given, has made me and my husband rethink our future plans. The service, I received was exceptional, so I can not advise on doing something better. Only to continue with the level of service. Well done!
Karen, West Midlands
I made an appointment with Nasreen as I needed help and advise with my pension and life insurance. I wasn't sure if I had the right pension or if I had an old pension somewhere and if it was worth anything and didn't know where and how to look into this. Nasreen done everything for me and more. Nasreen gave me information on how to look into an old pension and the value of it, also I had a life insurance policy and didn't really know exactly what it covered, she looked into the policy and found a better one for me which was the right cover that I needed. Nasreen came out to see me when it suited me, my appointments were after work or on a weekend so I didn't have to take any time out of work, everything is explained clearly and very easy to understand, and she is a very friendly person. All information given to me was clear and I was very happy with the recommendations given. I felt a lot better after seeing Nasreen as it put my mind to rest, I was worrying about my policies I had and didn't know who to ask for help as the banks don't help any more. All questions were answered and there was no pressure to do or sign any where, also Nasreen will come out to see you when ever it is suitable of you and left information and would then come out to see if you ready move onto next stage.
Mindy, Birmingham
Nasreen went above and beyond the call of duty to research the very best protection cover for me. Despite my complicated health history she was able to get me a very competitive price for detailed comprehensive cover. She is very pleasant, insightful , honest , efficient and above all she really took the time to listen to me and identified the particulars that I needed. I feel very happy with the products that she advised and will be approaching her again with all of my financial needs. I now have products that are tailored to my circumstances and feel that she made extra sure I fully understood the information she gave me, she broke everything down into easily understandable language, gave me time to reflect, and it was a thoroughly enjoyable experience all the way through. I just wish I had used her services years ago.
Rachel, Torquay
Nasreen helped us find the best mortgage for us that was within our budget, explained how everything worked, helped and guided us through the whole process. She sorted a few problems out that arose and took a lot of the stress away from us. After the mortgage was setup she them went through all the insurances and different levels of protection that were available to us, thoroughly explained so we could make a decision that was right for us, with no heavy sales at all.
James, Lichfield
Where to find us

3 Parsonage Drive, Cofton Hackett, Worcestershire, Birmingham, B45 8AS

Make an enquiry
About us

We pride ourselves in 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 of our clients. We have over 17 years experience in financial services. Providing advice to private individuals, commercial and business clients. We specialise in pensions, investments, mortgages and protection 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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Whateley Wealth Management Ltd is authorised and regulated by the financial conduct authority.

Similar advisers near you

Independent Financial Adviser 1.25 mi
AFH is one of the UK’s leading Independent wealth management firms offering clear and concise financial planning solutions
 
Independent Financial Adviser 1.3 mi
Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.
 
Independent Financial Adviser 2.59 mi
We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
 
Independent Financial Adviser 2.92 mi
We are proud we have created and been able to build the firm on Client referrals and recommendations.