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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 24th February 2020
Meet our advisers
Independent Financial Adviser
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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)
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 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 <url hidden> 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
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!
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.
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.
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.
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
3 Parsonage Drive, Cofton Hackett, Birmingham, Worcestershire, B45 8AS
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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