Nicola Whateley
Nicola Whateley, Director, Chartered Financial Planner
Tel. 0121 285 8528
Mobile. 07714 466191
Email. nicolawhateleywm.co.uk
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
Email. nazwhateleywm.co.uk
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
Email. johnwhateleywm.co.uk
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
Email. tonywhateleywm.co.uk
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
Email. daisywhateleywm.co.uk
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. 07500 534126
Email. mariawhateleywm.co.uk
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.
Hena Parekh
Hena Parekh, Mortgage & Protection Adviser
Tel. 0121 285 8528
Mobile. 07572 110660
Email. henawhateleywm.co.uk
Qualifications: CeMap; CeFA; DipFA

Hena joined Whateley Wealth Management in January 2020 as a Mortgage Adviser. Her previous experience includes: Mortgage Underwriter for BoI and RBS, as well as time spent with Personal Touch as a Compliance Officer.

She has also explored the retail world, having in the past set up her own High Street Jewellers. This range of experience across Financial Services, customer service and retail lends itself very well for the role she has taken on as part of the Whateley family.

Hena has a passion for people and a keen eye for detail and firmly believes that ‘it’s all about living the life you want and having the freedom to do so’.

In her spare time Hena loves flying and shooting (not animals as she’s a committed vegetarian!). She has travelled far and wide and looking forward to visiting the Galapagos islands next!
Lisa Gilsenan
Lisa Gilsenan, Mortgage & Protection Adviser
Tel. 0121 285 8528
Email. lisawhateleywm.co.uk
Qualifications: CeMAP and qualified in the sale of general insurances
Lisa joined Whateley Wealth Management in March 2021, bringing with her 24 years of experience as a Mortgage Adviser and 10 years of experience of advising on mortgage protection related products.
With her many years of experience she has gained a vast knowledge of the mortgage and protection market, lenders, products and services.
Lisa has two boys and a partner and enjoys spending as much time with them as she can, they all enjoy the great outdoors – camping, fishing as well as swimming – but there’s time for culture too, visiting castles – Warwick being the family favourite.
Being family orientated she enjoys weekend movie nights with her boys – when they unashamedly admit to sneaky snacks and junk food.
Lisa also loves to cook for family and friends as well as creating ‘me time’ when she can catch up with her favourite tv shows.
Sarah Brighton
Sarah Brighton, Compliance Manager
Tel. 0121 285 8528
Email. sarahwhateleywm.co.uk
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
Email. terriwhateleywm.co.uk
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.
Melissa Grief
Melissa Grief, IFA Administrator
Tel. 0121 285 8528
Email. melissawhateleywm.co.uk
Melissa has been a Financial Services Administrator for 9 years. She began her career working for HMRC, in an admin role. During her career she has worked for large and small firms.
She has previously specialised in Family Investment Companies and complex pension and investment cases.
Melissa’s role with Whateley Wealth Management is to work alongside Naz working on new Business cases.
She is planning to start studying next year to sit exams to qualify as a Paraplanner, she moved to the west Midlands from her home town of Peterborough 13 years ago and frequently returns there to visit family and old friends.
Her main interest outside work is her 18 year old son, who has recently started University.
Tara Adams
Tara Adams, IFA Administrator
Tel. 0121 285 8528
Email. tarawhateleywm.co.uk
Tara joins Whateley Wealth Management with 18 years experience of Financial Services experience, supporting numerous Advisers, which demonstrates her ability to multi-task efficiently. Whilst she has extensive experience with new business cases her role at Whateley will be focussed on Client Servicing – helping Naz and Nicola to support their clients effectively.
She has a wide range of hobbies, both fast paced and leisurely – from Scuba Diving, Snowboarding, Shooting and Scuba Diving to dancing and Gardening! Although Tara’s idea of gardening has involved planting a woodland in the garden, growing copious vegetables in the garden and recently spending a weekend planting 1,000 bulbs.
Tara’s favourite TV viewing in springtime is watching the webcam footage of the bluebirds nesting in the birdbox – she is planning to add a further birdbox in the garden designed for cuckoos
Emma Daly
Emma Daly, Accounts Administrator
Tel. 0121 285 8528
Email. accountswhateleywm.co.uk
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
Email. elainewhateleywm.co.uk
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.
Jack Whateley
Jack Whateley, Office Junior
Tel. 0121 285 8528
Email. jackwhateleywm.co.uk
Jack is the youngest member of the Whateley team, son of Daisy and nephew of Nicola. He completed his GCSEs in summer 2019 and is intending to attend a local college for further education (BTEC in Applied Sciences) so that he can continue to work part time with us.

Jack works as part of the Administration team supporting clients. Outside work he enjoys football and practises Martial Arts – Muay Thai and Jui Jitsu.