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’.
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.
Lisa Gilsenan
Lisa Gilsenan, Mortgage & Protection Adviser
Tel. 0121 285 8528
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 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
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.
Hena Parekh
Hena Parekh, IFA Administrator
Tel. 0121 285 8528
Mobile. 07572 110660
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.

However, when Covid struck in March 2020 and we went into full lockdown there was very little opportunity to continue in her current role. Hena decided then that it would be a good opportunity to join her husband on his temporary secondment all the way to Peru, the reverse of Winnie the Pooh's adventure!

We are delighted that Hena decided to rejoin the business in August 2021. During her time away she made the decision that she would like to retrain as an Independent Financial Adviser. To that end she will take over the role of Administrator for Nicola Whateley who will mentor her along that journey, in the meantime she will be using her skills to train the Mortgage & Protection team.

In the past 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!
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.
Tara Adams
Tara Adams, IFA Administrator
Tel. 0121 285 8528
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 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
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.
Jack Whateley
Jack Whateley, Mortgage & Protection Administrator
Tel. 0121 285 8528
Jack is the son of Daisy and nephew of Nicola. He completed his GCSEs in summer 2019 and is attending a local college for further education one day a week studying Business Administration.

Jack works as part of the Mortgage team supporting clients. Outside work trains and competes in Thai Boxing.
Cherelle Lee
Cherelle Lee, IFA Administrator
Tel. 0121 285 8528
Cherelle Joined Whateley Wealth in March 2022, prior to this she had been working in the healthcare industry for over 25 years. She has a Nursing degree and 4 years ago she decided to retrain as a Financial Adviser – gaining a level 4 Diploma - whilst also working nursing shifts.

She joined us as an IFA Administrator, supporting a very busy Adviser to ensure she has a thorough grounding in all aspects of the role and the client journey. Her aim is to transition to become an Adviser once she feels she has gained enough practical experience.

Cherelle has 2 children and enjoys spending time with her family, going out for meals with family and friends. She also enjoys visiting different parts of the world.
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.
Ellie-Jade Whalley
Ellie-Jade Whalley, Office Junior
Tel. 0121 285 8528
Ellie joined us as an Office Junior in February 2022. Her previous work experience included working for a Garden & Landscaping company working on their Social Media presence. Prior to that she worked in retail.

She has embarked on a college course, Business Administration level 3 and is hoping that this will be useful in helping her to achieve her longer term goals.

Ellie’s mid-term goal is to become an Administrator and eventually an Adviser – at the moment she isn’t sure which path she will follow – Mortgage & Protection or Pensions & Investments.

Her hobbies include going for walks with her dog, playing with her rabbits and going shopping.