A Message from our Managing Director

We are aware that the Covid-19 virus and subsequent Government announcements are affecting everyone in all walks of life.

As a company we are fortunate in that we can continue to carry on our daily business tasks as many of our staff already have the capability of working from home. We now also have our remaining staff set up to work from home. We will retain a presence at our head office to ensure work flows continue and we have put in place good communication links to ensure this.

Please bear with us if it is a little slower than normal at times to respond to some enquiries. We will be working very hard to try to maintain our standards throughout the coming weeks.  All of the Providers we work with are in the same position so their response times to our requests and queries are understandably taking longer.  Several have closed their telephone lines so our method of communication with them is email only.

Our advisers will still be able to carry out meetings with clients but these will now be remotely arranged either by phone or via secure software.  In addition, we have implemented a secure client portal, there are a number of benefits – including electronic document sharing – the postal service is also under strain at the current time and understandably we cannot be sure of normal service levels.  

To learn more about this service and how to register please visit:

https://whateleywealthmanagement.mypfp.co.uk/

Please do contact us if you have any concerns that you wish to discuss.

You can call us on 0121 285 8528,  email us at info@whateleywm.co.uk or phone your adviser directly.

Please see our website www.whateleywm.co.uk  for important financial information.