About Whateley Wealth Management Ltd
Whateley Wealth Management Ltd is an Independent Financial Advisory practice based in Cofton Hackett, Birmingham offering advice to personal and business clients.
Whateley Wealth Management Ltd was formed in 2014 by Nicola Whateley an Independent Financial Adviser with 17 years’ experience in the Financial Services industry.
We advise on the following areas:
Retirement Planning and Pension Advice
Savings and Investments
Mortgages
Protection
Estate Planning and Will Writing
Tax Planning
Business Financial Planning
Our team of Independent Financial Advisers and Mortgage & Protection Advisers aim to provide the highest standards of advice and service to our clients by understanding that they are all individual with differing financial goals and objectives.
Whateley Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.