Aiming to help you achieve your financial goals.
At Whateley Wealth Management we aim to provide the highest standards of advice and service to our clients by understanding that they are all individuals with differing financial goals and objectives.
Whateley Wealth Management was formed in 2014 by Nicola Whateley an Independent Financial Adviser with 19 years’ experience in the Financial Services industry.
We are an Independent Financial Advisory practice based in Cotteridge, Birmingham offering advice to personal and business clients.
We advise on the following areas:
Retirement Planning and Pension Advice
Savings and Investments
Estate Planning and Will Writing
Business Financial Planning
The Financial Conduct Authority does not regulate Tax Planning, Will Writing and some forms of Estate Planning, Savings and Mortgages.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
What You Can Expect From Us
We pride ourselves on being unbiased, independent and able to give advice on various aspects of financial planning. As one of our valued clients, we will invest time in understanding your personal and financial circumstances to give you holistic and independent financial advice that fully meets your needs. We will be there to work in partnership with you to achieve your financial goals and develop a bespoke financial plan for life. Through each life-stage from saving for your first home to choosing the most suitable retirement income options we will advise and support you.
Understanding that financial affairs can be a complex area with a variety of products and options to choose from, we aim to simplify things and explain them clearly to help guide you in the right direction. Please contact us to discuss your individual circumstances and arrange a consultation at a location to suit yourself, whether that is at your home, your work place, or at our offices in Cotteridge, south Birmingham.
A summary of our internal complaints handing procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.