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Business Protection
General
Investments
Mortgages
Pensions
Protection
Business Protection

Business Protection

Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong.

General

General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.

Investments

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.

The value of your investments can go down as well as up, so you could get back less than you invested.

Life and Protection Insurance

Life and Protection Insurance

The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.



The Financial Conduct Authority does not regulate Trusts.

Long Term Care

Long Term Care

Meeting the cost of residential and nursing care in old age is a growing issue for many people in the UK. As life expectancy continues to lengthen, more of us can expect to require some form of long-term care. This section contains information to allow you to understand the current situation and help you plan for your future. As with all the information on this website, it's purely intended as guidance - for advice on your specific circumstances you should seek advice.

Mortgages

Mortgages

Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available.



As a mortgage is secured against your property, it could be repossessed if you do not keep up the mortgage repayments.There is an arrangement fee of £395.This fee is payable on application.This fee is non-refundable under any circumstances.We reserve the right to charge a higher fee for more complex cases.However, this would be agreed with you in advance of any work starting.

Pension Planning

Pension Planning

It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

UK News

Covid: UK reports 1,820 deaths as Johnson warns tough weeks to come
A further 1,820 people die in the UK within 28 days of a positive test - another all-time high.
Coronavirus: Priti Patel says UK should have closed borders in March 2020
The home secretary has been recorded telling supporters she was an "advocate" of closures last year.
Covid in Scotland: Peacetime excess deaths highest since 1891
Peacetime excess deaths for 2020 were the highest in Scotland since 1891, official figures show.
Storm Christoph: More than 2,000 homes in Manchester evacuated
More than 2,000 properties in Manchester are affected as police warn some occupants will have Covid.
Biden inauguration: Step forward after bumpy period - Boris Johnson
Congratulating Joe Biden and Kamala Harris, the PM said it was a "big moment" for the UK and US.
Whateley Wealth Management Ltd is registered in England & Wales no. 09125961. Registered Office at 3 Parsonage Drive, Cofton Hackett, Birmingham, B45 8AS. Whateley Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, Registration 715678. (https://register.fca.org.uk)


The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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