Whateley Wealth Management Ltd
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
Last authorised 1st June 2020
Meet our advisers
Mortgage and Protection Adviser
Qualifications & Accreditations
CF6 - Certificate in Mortgage Advice (CII)
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
As a first time buyer, I came to Daisy seeking some advice on mortgages after getting a mortgage-in-principle from my bank. I'm pleased to say we managed to save a lot of money by finding a much more suitable mortgage. Daisy's advice has been invaluable - she's always been extremely helpful, responsive, informative and quick (having dealt with estate agents and solicitors, this was a refreshing a much-appreciated change). She also went the extra mile to ensure our appointments could be at a time that worked for me, offering evening and weekend meetings. Daisy managed to provide not just a great mortgage but also a few extra important things I hadn't even considered and all for under the budget we agreed on.
Daisy agreed to meet with me and my partner within quite a short notice period. She supported us with our mortgage application and looked into the various insurances that we may wish to take out. What we particularly liked about Daisy was her down to earth nature and ability to explain things without using all of the complicated jargon that you would expect. She was very easy to talk to and we did not feel pressured into anything. We were very happy with Daisy's research of the market and it was evident that she had carried this out with our needs in mind.
We were able to meet Daisy soon after first getting in contact. We had a very positive first meeting where she was able to get an understanding of our circumstances and what we were wanting to achieve and we were able to understand all that she would be able to help us with. Daisy is an incredibly friendly and approachable person. Prior to meeting her we felt daunted by all the different products and technicalities involved, but she has helped us to understand them with an easy and uncomplicated approach. This, combined with her quick and thorough research of suitable products for us has given us confidence in what we can achieve.
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
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: 3 Parsonage Drive, Cofton Hackett, Birmingham, B45 8AS
Minimum mortgage value