Nicola Whateley
Nicola Whateley, Director, Chartered Financial Planner
Tel. 0121 285 8528
Mobile. 07714 466191
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.
Nasreen Akhter
Nasreen Akhter, Independent Financial Adviser
Tel. 0121 285 8528
Mobile. 07811 112327
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.
John Harrison
John Harrison, Independent Financial Adviser
Tel. 0121 285 8528
Mobile. 07770 511125
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’.
Tony Thursfield
Tony Thursfield, Independent Financial Adviser
Tel. 0121 285 8528
Mobile. 07734 081436
Qualifications: Diploma in Financial Services (DipFA) Mortgage & Protection Advice (CeMap), further qualification in Equity Release.

Tony has 25 years of experience in the Financial Sector. He is currently an Independent Financial Adviser but has also in the past worked as a Compliance Officer and in Pension review.

He works with many professional connections, Accountants and Solicitors, established over the years.
Many of his clients have relied on him with their Financial affairs for 10 – 20 years – and their (now grown up) children also seek Tony’s advice.

He specialises in Pensions, Investments and Protection of assets and liabilities – for individuals, families and small companies.

Outside work Tony is keen on keeping fit. Not only does he enjoy going to the gym but he is also a long distance swimmer – including Open Water swimming (even in winter!).

If you ask Tony to describe his favourite weekend it would be going to North Wales, walking with his dog – Molly – and watching steam trains.
Daisy Whateley
Daisy Whateley, IFA and Mortgage & Protection Adviser
Tel. 0121 285 8528
Mobile. 07710 140807
Qualifications: 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. Daisy has always enjoyed learning new skills and studying, although being part way through a Law degree (successfully completing this in 2018) she very quickly decided to start the study needed to become a qualified Mortgage and Protection Adviser – which was achieved in January 2017.

Whilst Daisy is now qualified as an Independent Financial Adviser - enabling her to advise on Pensions and Investments she also remains passionate about helping people to find the right Mortgage and Protection, she loves the fact that everyone’s circumstances, needs and goals are different – so no two cases are the same and enabling people to achieve their goals, be it their first home, forever home, holiday home, funding for home improvements or to reduce outgoings she strives to realise these goals on their behalf.

Outside work Daisy enjoys an active family life, having a sporty daughter as well as Jack who works part time for the firm. She enjoys Holidays, Weekends away and social nights out.
Maria Cockayne
Maria Cockayne, Mortgage & Protection Adviser
Tel. 0121 285 8528
Mobile. 07776 006076
Qualifications: CeMap - Mortgage and Protection

Maria joined Whateley Wealth Management in January 2018, having worked in Financial Services for over 30 years. She has held positions as a Bank Manager, Financial Adviser and Mortgage Adviser. Maria has a wealth of customer service knowledge and holds the client’s interests at the heart of everything she does.

Maria agreed to join Nicola to help her steer the business through a period of change and growth, working very closely with Nicola through the redesign of working processes and practices. Once the changes had been implemented Maria was able to return to her first love - her Mortgage and Protection Adviser role.

She has continued with further Mortgage qualifications and has worked with a wide range of clients’ needs, helping them to achieve their goals.

Maria loves to help people and relishes the challenges of matching clients to the most appropriate solutions. With her experience in the banking sector she is well aware of the need for appropriate financial planning.

Outside work Maria loves to spend quality time with her extended family and socialising friends, holidays and weekends away.
Laura Tricklebank
Laura Tricklebank, Office Manager
Tel. 0121 285 8528
Laura joined Whateley Wealth Management in January 2018, bringing 15 years of Customer Service/ Team Leader experience – having worked for a global advertising company for 10 years and 5 years in Finance, initially working part time supporting Nicola.

In spring 2019 Laura decided that the time was right for her and her family to make the move into full time employment. Laura is now the Office Manager.

She describes herself as a ‘Mother Hen’, adept at problem solving, organisation and communication. Laura is a hands-on leader, managing and balancing workloads across the team – and pitching in to help team members when needed.

Laura is also studying for Pensions and Mortgage qualifications and wishes to build on and expand her management skills.

Outside work Laura enjoys spending time with her daughter, eating out, online shopping and cocktails with the girls.

Laura’s move to full time work has enable her to purchase her home – with the mortgage arranged through Whateley Wealth Management of course.
Sarah Brighton
Sarah Brighton, Compliance Manager
Tel. 0121 285 8528
Qualifications: Working towards the Diploma in Pension Financial Service (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 31 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.
Terri Snead
Terri Snead, Financial Services Administrator
Tel. 0121 285 8528
Qualifications: Level 3 Diploma in Law; Level 3 CILex

Terri joined Whateley Wealth Management as an IFA Administrator in November 2019 bringing with her 4 years of experience in accounts administration and credit control.

Terri’s background lends itself well to the attention to detail that is needed in undertaking her current role.

Although her foray into the world of legal work ultimately didn’t maintain her interest she is still committed to progressing in a successful career – which we hope will be with Whateley Wealth Management.

Terri is very much home focussed – preferring quality family time, holidays and weekends with family above nights out on the town.
Katie Cox, Financial Services Administrator
Tel. 0121 285 8528
Katie has a degree in Media and Psychology

Katie joined Whateley Wealth Management in March 2020, having 7 years of experience in Customer Service, the last 4 years of which are in the Financial Services sector, working as an IFA Administrator responsible for new business.

She demonstrates great attention to detail, an important attribute in this type of work. Katie also has strong problem solving skills, is a team player and has experience in Training and Support.

Katie is very keen to develop her skills and is studying for the R01 qualification in Financial Services.

Outside work Katie enjoys spending time with her family, walks with her dog and socialising with friends. With a head for heights she also enjoys Rockclimbing.
Emma Daly
Emma Daly, Accounts Administrator
Tel. 0121 285 8528
Qualifications: Association of Accounting Technicians (AAT) Level 1 and 2

Emma joined Whateley Wealth Management in October 2017, with previous experience in catering and retail.

She is currently the Accounts Administrator and she would like to achieve the level 3 certification.

In her spare time Emma enjoys a range of activities with her son, walking, family time, cocktails, nice food, holidays and away days and cooking. Her little-known talent is making wax melts, she is very creative.
Elaine Mead
Elaine Mead, Business Project support
Tel. 0121 285 8528
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.