Nicola holds the title Chartered Financial Planner, having qualifications to Advanced Diploma in Financial Planning (APFS), together with DipFA - enhanced knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning, also AF3 - Pension Planning (CII) - financial planning skills related to personal and corporate pensions. Nicola is also a certified Mortgage and Protections Adviser (CeMap).

Nicola has worked in Financial Services since leaving education. She joined a High street bank and worked her way up to become a branch manager when she was 24. Inspired to expand her knowledge further she embarked on training to be a Financial Adviser in 2009.

After choosing to take redundancy in 2013 Nicola is now enjoying her role as an Independent Financial Adviser. She formed Whateley Wealth Management in 2014 and the firm has grown at an extraordinary rate.

Nicola firmly believes that everyone deserves a secure financial future and has instilled this value in everyone who works at Whateley Wealth Management today.

Nicola is also passionate about developing all the staff she employs, actively encouraging them to determine which area of Financial Services appeals to them the most and funding their study and examination costs.

Outside work Nicola enjoys baking and taking her dogs, Missie and Alfie, for long walks through the local countryside.

Nicola has also recently embarked on an ambitious project to renovate a farm cottage, which will be a work in progress for some time to come.

Qualifications: Dipfa MIFS; CEFA 1,2 and 3; CeMAP; Long term care

Naz joined Whateley Wealth Management in 2015 having worked in Financial Services since 2001, across a range of roles and sectors, from looking after bespoke portfolios for high net worth clients to advising on all aspects of Financial Planning.

With a strong focus on Compliance and Customer Service Naz finds her role very rewarding, specifically enjoying helping clients to navigate the complexities of financial planning.
Many of Naz’s clients have been with her for many years and she has become the Adviser of choice for extended families.

Despite her years of experience and qualifications she is still studying – aspiring to achieve Chartered Financial Planner status. She would also like to become accredited by the Society of Later Life Advisers (SOLLA) in order to help meet the long term financial and care needs of older clients.
Naz is married with three children and a large extended family. She also has a good network of friends and her time is taken up with working in the week and being a taxi service for her children, organising their social calendars. At weekends Naz’s house is always bustling with people and she takes absolute enjoyment in interacting and spending time with them. She values people, relationships, and loves to laugh and cherish moments dearly. Naz has also been known to be quite sentimental.

Naz’s long term plan is to give something back to humanity and do more work with charities and with children who are from less financially advantage backgrounds. She sees herself travelling all over the country and overseas to make a difference in peoples’ lives.

Qualifications: Advanced Diploma in Financial Services, CF6 Mortgage qualification together with an Advanced Mortgage and Protection qualification. Daisy is also qualified to advise on Auto Enrolment Pensions.

Daisy joined Whateley Wealth Management in February 2016, after working in Pharmacy for 12 years. Her first role was as a Mortgage and Protection Administrator, and as Daisy has always enjoyed learning new skills and studying (including completing a Law degree in 2018) she very quickly decided to start studying to become a qualified Mortgage and Protection Adviser – which she achieved in January 2017.


Daisy then qualified as an Independent Financial Adviser in 2020, enabling her to advise on Pensions and Investments, and has now completed her Advanced qualifications to become a Chartered Financial Planner in 2024. Daisy loves advising on pensions and investments, cutting through the jargon to help clients understand their options and make the best decisions for themselves and their families, no matter their circumstances. Daisy is passionate about helping her clients and making the complicated become uncomplicated.


Outside of work Daisy enjoys an active family life with her husband and children, and enjoys holidays, weekends away and nice meals out.

Qualifications: Diploma in Financial Planning (DIPFA), Advanced Mortgage & Protection qualifications.

John joined Whateley Wealth Management in 2016, he began his career in Financial Services at the age of 25, so he brought with him 30 years of experience. He offers a full holistic approach to financial services specialising in Savings, Pensions and Investments. John has a wide range of clients, many of whom he has been supporting in their Financial Planning journey for more years than either would care to count. As with all trusted Advisers, most of John’s new clients come from the extended family, including younger generations, of existing clients.

John is a ‘super fan’ of bands and still enjoys going to gigs. He enjoys progressive rock and classic rock. He also enjoys walking his Jack Russell, Jack. John is a keen golfer (more watching than playing these days!) and has also spent many years as an avid fan of Formula 1 racing and is a keen participant in the annual Whateley Wealth Management F1 ‘league’.

Gurveer Atwal, DipPFS, Cert CII(MP), BSc (Hons)
Gurveer joins Whateley Wealth Management with 15 years of experience in Financial Services, with experience in Investment Banking and property investment.

He specialises in Pensions and Investments as well as Mortgages and Protection. He particularly likes to take a holistic approach – proposing strategies to achieve short and long terms objectives, furthermore Gurveer also has experience in estate planning.

He gained a BSC (Hons) in economics at the University of Birmingham, followed by a Level 4 Diploma in Regulated Financial Planning. His aspiration it becoming a Chartered Financial Planner

Outside work Gurveer likes taking holidays travelling the world with his wife and two sons. He is also an avid gym user.

Qualifications: Diploma in Financial Services (DipPFS) having currently completed CEFA 1,2,3 and RO4. Sarah is also a qualified Mortgage Adviser (CEMAP) as well as holding qualifications in Change Management and Project Management (Prince Foundation)

Sarah joined Whateley Wealth Management in September 2019 and has over 30 years of experience in Financial Services. She spent 16 years working for HSBC and was their Financial Planning Manager when she left. Following that she spent 3 years living in Spain, working as an Estate Agent and an Independent Financial Adviser. After returning to the UK In 2007 Sarah worked as an Independent Financial Adviser and Paraplanner.

For the last 10 years she has worked as an independent contractor specialising in Compliance. She has worked on projects for many large UK Financial institutions, around PPI, complaints, Checking cases for the suitability of advice across Pensions, Investments, Mortgages and Protection.

With the team at Whateley Wealth Management growing having an in-house Compliance Manager will be very beneficial to our team and our clients; ensuring that we are kept up to date at all times on fast changing regulations.

Sarah’s specialised skills in training, motivation, compliance and attention to detail will ensure that our standards of quality are maintained at the highest level.

In her spare time Sarah enjoys touring the UK in a converted VW camper van with her partner and dogs Sally and Flo. She also enjoys open water swimming, eating great food in nice restaurants and spending quality time with her son Joshua.

Qualifications: BA (Hons) Politics and International Relations, and Mental Health First Aid (MHFA England).

Kelly joined Whateley in July 2023 with 7 years’ experience within Financial Services. She started her career as an Administration Assistant and within 4 years had worked up to Team Leader, managing a team of Administrators.

She intends to continue with the Diploma in Regulated Financial Planning (having already passed the exams for Regulation and Ethics, and Protection) and also start a management qualification in due course.

Kelly is passionate about developing and mentoring teams, improving processes and supporting mental health and wellbeing within the workplace.

Outside of the office, Kelly likes to cook, travel, and see musicals whenever possible. She lives with her boyfriend and cat, Poppy.

*Kelly is currently on maternity leave and will return in January 2026*

Qualifications: R01 Financial Service, Regulation and Ethics, R04 Pensions and Retirement Planning and R05 Financial Protection

Terri joined Whateley Wealth Management as an IFA Administrator in November 2019 and has worked her way up to a Team Leader. She has started working towards the Level 4 Diploma in Regulated Financial Planning. Terri’s long-term goal is to become a Paraplanner.

Terri is very much home focused – preferring quality family time, holidays and weekends with family.

Qualifications: R01 - Financial Services, Regulation and Ethics, R02- Investment Principles and Risk, R03- Personal Taxation and R04 – Pensions and Retirement Planning, R05 – Financial Protection, BA Hons – History

Alex joined Whateley Wealth Management in December 2023 having worked in a Financial Planning firm since 2021. Alex’s first role was in a high street bank as a cashier following the completion of his History Degree at Swansea University. Alex became a consultant at the bank before moving to the financial planning industry, working as administrator for the Business Principal of the firm.

Alex is currently working toward completing his Diploma in Financial Planning and aspires to become a Financial Adviser.

Outside of work, Alex is an active gym goer, enjoys travel and is an avid football fan.

Qualifications– Level 3 Business Administration, R01 Financial Services, Regulation and Ethics and R05 Financial Protection

Ellie joined us as an Office Junior in February 2022. Since then, she has progressed to a junior administrator and now an IFA Administrator.

She has recently completed an apprenticeship in Business Administration achieving a level 3 qualification as well as winning Business Administration Apprentice of the Year 2024.

Ellie is currently working on her financial planning exams with the hope to become an Independent Financial Adviser in the future.

Outside of work, Ellie enjoys going on weekends away, going for walks with her dogs and shopping.

Qualifications: R01 Financial Service, Regulation and Ethics and R05 Financial Protection

Alexander joined Whateley Wealth Management as an IFA Administrator in November 2024 and has 5 years experience in financial services. He has started working towards the Level 4 Diploma in Regulated Financial Planning. Alexander's long-term goal is to become a Paraplanner.

Alexander enjoys reading and exercising as well as going for nice meals out. His lifetime dream is to become fluent in French!

Qualifications : CeMAP 1 – UK Financial Regulation, Foundation Degree - Early Years

Lisa Joined Whateley Wealth Management as a Mortgage and Protection Administrator in August 2024 and is now working towards completing the mortgage qualification to become a Mortgage and Protection adviser. Lisa has over 5 years of experience in the property sector having worked for both estate agents and mortgage advisers.

Lisa’s five year plan is to complete her financial planning qualifications to become a financial adviser.
Outside of work, Lisa spends time with her Fiancé and two girls. She enjoys holidays, nice meals out and long country walks.

Arjun is currently doing his placement year for University at Whateley and will be going back to Aston University to complete his degree in Accounting and Finance in September 2025.

Once Arjun has completed his degree he would like to become a qualified financial adviser.

Arjun enjoys going to the gym and keeping active. He completed Solihull's half marathon in 2024 within 2 hours & 30 minutes. He also enjoys spending time with his friends, especially at the pub.

Luke joined Whateley Wealth Management as an IFA Administrator in March 2025, with experience in previous Administrator roles. Luke has a Maths degree from Liverpool University and his long-term goal is to become a Paraplanner.

Outside of work, Luke enjoys enjoys cooking, going for meals out and going to the cinema.

Qualifications: Association of Accounting Technicians (AAT) Level 1 and 2

Emma joined Whateley Wealth Management in October 2017 as the Accounts Administrator.

In her spare time Emma enjoys a range of activities with her son, family time and meals out with her friends.

Qualifications: Prince 2 Project Management, BSc (Hons) in Maths & Computing

Elaine joined Whateley Wealth Management in November 2017, initially working with Tony as an Administrator. In June 2018 she moved into a general business support role, making use of the skills acquired working, over the course of 20 years, for global organisations in Business Process design and modelling; sourcing and implementing major, complex, IT systems as well as identifying training needs, developing training materials and delivering training courses.

Bringing in this level of expertise and experience enables Whateley Wealth Management to adapt to change with the minimum of disruption.

Elaine also holds qualifications in a variety of complementary therapies.

In her spare time Elaine enjoys gardening, Ice Skating (claim to fame: Elaine’s Ice Dance coach once competed against Torvill and Dean!) and spending time with her grandchildren.

Nicola describes Elaine as her ‘secret weapon’ that takes ideas to implemented solutions.