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  11. Whateley Wealth Management

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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Flexible mortgages
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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
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Self-employed mortgages
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 13th September 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.

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!
S Anderson, Birmingham
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. Highly recommended.
M Hawkins, Birmingham
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, B45 8AS
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.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021

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