Whateley Wealth Management
Whateley Wealth Management is a financial services company based in Birmingham, England. They specialize in providing expert financial advice to clients, including pension offices and individuals seeking financial services. Their team of experienced financial consultants are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Whateley Wealth Management is committed to delivering exceptional results for their clients.
Introduction to Whateley Wealth Management
Whateley Wealth Management is a financial services company located in Birmingham, England. Founded over 20 years ago, the company has a strong reputation in the industry for providing expert financial advice and guidance to clients. What sets Whateley Wealth Management apart from other financial consultants is their focus on personalized service and attention to each client's unique needs and goals.Services & Products
Whateley Wealth Management offers a range of financial services, including wealth management, retirement planning, and pension advice. They work with both individuals and businesses to create customized financial plans that help their clients achieve their long-term financial goals. In addition to their advisory services, Whateley Wealth Management also offers investment management services to help clients grow and protect their wealth.Location
Whateley Wealth Management is located in Cofton Hackett, a charming village just outside of Birmingham. The area is known for its beautiful countryside and quiet, suburban atmosphere. In Cofton Hackett, customers can expect to find a mix of small businesses and residential areas. The nearest public transportation options are the Longbridge train station (2.4 miles away), the Northfield train station (3.5 miles away), and the Rednal train station (3.8 miles away).Benefits
Customers should choose Whateley Wealth Management for their financial needs because of their commitment to personalized service and expert advice. The team at Whateley Wealth Management takes the time to understand each client's unique financial situation and goals, and they work to create a customized plan that will help them achieve success. With years of experience in the industry, Whateley Wealth Management is a trusted partner for anyone looking to build and protect their wealth.Good to Know
Customers should be aware that Whateley Wealth Management is a fee-based financial services company. This means that they charge a fee for their advisory services, rather than earning commissions on products they sell. This fee-based model ensures that clients receive unbiased advice and recommendations.Reviews
Customers rave about the personalized service they receive from Whateley Wealth Management. Many clients report feeling like they are the team's top priority, and appreciate the attention to detail and expert advice they receive. Overall, customers feel confident in their financial plans and trust Whateley Wealth Management to help them achieve their long-term goals.FAQ
What experience do your financial consultants have?
Our financial consultants have years of experience in the industry and undergo regular training to stay up-to-date with the latest financial trends and regulations. We only hire qualified professionals who have a proven track record of success in helping clients achieve their financial goals.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We are proud of the work we do and the results we have achieved for our clients, and we are happy to share their success stories with potential clients.How will you tailor your services to meet my specific financial goals and needs?
We understand that every client has unique financial goals and needs, which is why we take a personalized approach to our services. We will work closely with you to understand your specific situation and create a customized plan that aligns with your goals and helps you achieve financial success.Can you explain the fees associated with your pension plans?
Yes, we can explain the fees associated with our pension plans. Our fees are transparent and competitive, and we will always be upfront about any costs associated with our services. We believe in providing value to our clients and helping them achieve their financial goals in a cost-effective manner.How do you ensure the security and safety of my pension funds?
We take the security and safety of our clients' pension funds very seriously. We work with reputable financial institutions and use secure systems and processes to ensure that your funds are protected. We also regularly monitor your accounts to identify and address any potential security risks.Reviews
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Jack Greaves
A easy and professional experience from start to finish. Lisa helped me get the best offer for my remortgage in a simple, fast fashion. Lisa answered all questions I had and was extremely professional. I highly recommend!
21-05-2023
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Lee Ranford
Can’t thank lisa enough ‘ what can I say soon as I met her she talked me through all my options and advising me the best way And what can I say. Iv just purchased another rental home I would advise any one to use this company she is a true asset to wealth management And she’s easy on the eye Thank you 🙏🏼
28-03-2023
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Martin Washbrook
First class friendly service with excellent advice. Totally trustworthy. Highly recommended .
28-01-2023
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stella mukundane
Dear Lisa Thank you so much and the rest of the team, just a few words to let you know I value the work and help you have given over the period that it has taken, Much appreciated thank you Lisa, you took time to find a better deal for me and keep informed at all times throughout the process, I highly recommend Lisa, she is friendly and kind and work to get mortgage through Once again thank you Lisa God bless you and rest of the team. From Stella
28-01-2023
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Lisa Bowen
Where to start ... From the 1st phone call to completion-Lisa was amazing 👏 Held our hand and kept us upright all through the process of up/down rates , to finalising everything.. Lisa ...thank you..you are wonderful 💖 Credit to the company x
28-01-2023
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Claire Jones
I've used Whateley Wealth Management for many years for financial advice. Lisa Gilsenan has recently assisted me in setting up my mortgage. She took the time to find the approprate deal for me and kept me informed at all times through the process. If I had questions she answered them promptly which was reassuring given these challenging times and was always quick to get the appropriate applicatinos together to get the mortgage through. I highly recommend Lisa - she is friendly, professional and works to get the mortgage through. Nothing is too much trouble. Thank you to Lisa and the rest of the team - I'm loving my new home!
28-11-2022
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Rafal Piekarczyk
Lisa Gilsenan is the most professional, kind and most helpful person I have ever met. The difficult moving home process was only successful because of Lisa. We started the process when the covid 19 pandemic restrictions were still in place and finished a week ago with inflation causing a major problem in accessing mortgages for homes. Thank you so much Lisa for your help, thanks to you we can enjoy our new home.
28-10-2022
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Emma
I would like to say Daisy has been amazing, throughout my house journey. She has helped so much even when I was bombarding her with different queries nothing was no bother for her to look into for me. I would defo recommend her & will use her in the future...
28-10-2022
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Denise Griffin
I received very good financial advice from Nasreen. She provided excellent guidance throughout, and I would recommend her to others.
28-09-2022
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Karl Harker
I'd wholeheartedly recommend Whateley Wealth Management. Daisy Whateley has helped me with both my first mortgage and remortgaging and both times she went above & beyond. I'm also extremely grateful for the quick response times and flexibility, which are second-to-none.
28-08-2022
