Whateley Wealth Management

Independent mortgage adviser  3 Parsonage Drive, Birmingham, B45 8AS
First meeting at adviser's own cost
At Whateley Wealth Management we treat all our clients as individuals & take the time to understand their circumstances, priorities & financial goals. We provide bespoke advice best suited to our clients circumstances at a competitive & affordable cost.
We can advise you on
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Bad credit
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Buy my next home
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
Response rating
9.1/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
Ms Lisa Gilesnan
Mortgage & Protection Adviser

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.

Our services

With 25 years in the financial industry as a mortgage & protection adviser, my experience is a valuable asset to my clients to whom I offer quality advice which is individually tailored to every clients needs & requirements.

I support all my clients throughout the mortgage process & communicate in a clear open way.

I pride myself in being approachable & professional with my clients consistently returning to me throughout my career as well as recommending my services to their friends, family & colleagues.

Where to find us
Head office address: 3 Parsonage Drive, Cofton Hackett, Birmingham, B31 5AX
Service coverage
Preferred clients
Minimum mortgage value
£0
Advice methods
  • phoneButton
    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.

Response rating
9.1/10
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FCA authorised
Last authorised 2nd August 2021

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