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
check
Pensions & retirement
chevron_up
check
Pension consolidation
check
Pensions & retirement planning
check
Buying commercial property
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Offshore investments
check
Socially responsible investments
check
Savings for children
check
School fees planning
check
Insurance & protection
chevron_up
check
Accident & sickness
check
Buildings and contents
check
Income protection insurance
check
Payment protection insurance
check
Tax & trust planning
chevron_up
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Last authorised 22nd February 2021
Meet our advisers
MR Tony Thursfield
Independent Financial Adviser
Qualifications & Accreditations
chevron_up
MAQ - Mortgage Advice Qualification (CII)
chevron_up
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
DipFA - Diploma for Financial Advisers (LIBF)
chevron_up
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
“My wife and I have known Tony as an advisor for more than 18 years. We have always found him to be polite and easy to talk to. He will willingly listen to and understand our financial needs and explain things in plain English without the need for jargon. Over the years he has recommended a range of investments that have met our needs for both income and growth and I would have no hesitation in recommending him to others.”
Keith and Cynthia, Knowle, Solihull
“Mr Tony Thursfield has provided excellent, clearly-understandable financial advice to myself, for several years now. He has guided me though many simple and complex situations, both with reference to personal and business matters. He possesses an almost unique ability, knack and acumen to make complex financial matters easily understandable to the uninitiated; finding solutions in many challenging situations. Indeed, I could not recommend Tony highly enough and I will be using his services for many years to come.”
Dr E Forsythe, Tamworth, Staffordshire
‘’Tony has been my financial advisor for over 25 years providing financial review and advice, life insurance, critical illness, pension, wills and mortgage polices. Over this time Tony has not only provided an excellent service which has helped secure a bright future for myself and family but become a friend of the family and now provides the same quality service to my two sons and other family members. Tony is good humoured, a great listener and we have always felt comfortable in his company…….No hard sales pitches here, just a relaxed chat about your requirements at a time and place to suit you. Being an independent advisor Tony will research the market to provide the best plan available explain it in great detail and give you time to come to a decision not push you towards one particular provider. I have no hesitation in recommending Tony and have no doubt he will provide you with the same excellent service as he has given myself and family’’
Dean W., Dudley, West Midlands
About us
Hi there. Thanks for looking at my profile. My name is Tony and I have been in financial services for nearly 25 years. In the past I have also worked in various technical roles, including compliance and pension review.
I work, although not exclusively, around the Cannock, South Staffs and North Birmingham area.
Many of my existing clients have been with me for between 10 and 20 years. I am now doing work for the children of some of these clients ….which is a little strange at times.
I also work with the clients of professional connections such as accountants.
Please call me for a chat on <phone number hidden> if you would like to talk to me in person or email <email address hidden>
Please read some of my testimonies and contact me when you are ready.
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.
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
Head office address: 40 Gladstone Road, Staffordshire, Cannock, WS12 3EU
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Compliance
Your home may be repossessed if you do not keep up
repayments on your mortgage.
