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Whateley Wealth Management Ltd

5.0

About this business

Independent Financial Advisers in the West Midlands Specialists in: Pensions, Investments, Mortgages and Insurance At Whateley Wealth Management we firmly believe that everyone deserves a secure financial future, our mission is to make the complex simple, giving you peace of mind. We regard our staff and clients as family, and everyone is treated with integrity and respect. Your trust in our quality is paramount as our reputation is in your hands. 

Location details

3 Parsonage Drive, Cofton Hackett, Birmingham, ENG, B45 8AS, United Kingdom

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.044 reviews
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Pamela W.'s profile image
Pamela W. 
6 months ago

Friendly helpful advise . Explained interns that you can understand . No pushy sales just genuinely helpful . Approachable and quick to respond. Lovely team of people Thank you 

Business response:

Hi, Pamela. We are thrilled to learn that you had a positive experience with us! 

Jane D.'s profile image
Jane D. 
6 months ago

Daisy made everything feel easy and straightforward, we are really pleased and impressed with the results. 

Business response:

Hi, Jane. Thank you so much for leaving us a stellar review! 

Anne W.'s profile image
Anne W. 
10 months ago

I setup my retirement pension with Naz at Whateley Wealth and due to my health and ongoing medical commitments, she was kind enough to come to my home to discuss how my money would work for me. Since that period in 2019, Naz has been great! I'm pleased with the yearly reviews making sure my investment is still invested well, and I know Naz will give sound advice or answers to any queries. Very happy with this company, a deserved 5 stars. 

Business response:

Hi, Anne. Thank you so much for leaving us a stellar review! 

Mahmood A.'s profile image
Mahmood A. 
11 months ago

Great service 

Business response:

Hi, Mahmood. Your feedback is highly appreciated. Thank you for the review! 

Paul S.'s profile image
Paul S. 
a year ago

Our experience was very informative and well up to date. I learnt quite a lot so an excellent experience and also very quick to transfer all our finances over, completing all the in record time over a public holiday. Many thanks to Daisy and other staff members for being so prompt. 

Business response:

Hi, Paul. We are thrilled to learn that you had a positive experience with us! 

Janet M.'s profile image
Janet M. 
a year ago

Daisy instantly makes you feel at ease, explains everything clearly and nothing is too much trouble. 

Business response:

Hi, Janet. Thank you so much for leaving us a stellar review! 

Frequently asked questions about Whateley Wealth Management Ltd

How is Whateley Wealth Management Ltd rated?

Whateley Wealth Management Ltd has a 5 star rating with 44 reviews. 

When is Whateley Wealth Management Ltd open?

Whateley Wealth Management Ltd is open now. It will close at 5:00 p.m.