Whateley Wealth Management
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.
Last authorised 15th August 2022
Meet our advisers
Ms Lisa Gilesnan
Mortgage & Protection 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.
What our clients say
You are a fantastic mortgage advisor but are so much more. You went above and beyond your job and for that we thank you to the moon and back!
Lisa was great. Explained everything in simple terms. Held my hand from our initial meeting right through until after completion of my remortgage.
Saved me a lot of money on my monthly payments, even with borrowing additional funds with my remortgage.
Clear communication. Always accessible. Lisa's service was way above my exceptions.
I would like to take this time in sending the biggest thank you to Lisa, who has been totally committed in ensuring I secure a mortgage in Principal. This was during a very difficult time as my father was very ill at the time, subsequently passing on my birthday. Lisa was extremely accommodating and patient especially in chasing up information I often failed to submit due to distractions. Lisa always kept me updated and remained warm and approachable throughout. The service was very professional with a touch of personal which made me feel totally relaxed in sharing my personal information .Thank you again to you and your amazing team. I will be recommending to my family and friends.
You have made myself and several members of my family very happy by securing my mortgage offer....my mom offered to buy you a meal. This is just what we needed to look forward to after three close losses. You worked above and beyond.
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, B45 8AS
Minimum mortgage value
Online (Live chat, video, email)
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.