Whateley Wealth Management Ltd - Birmingham

Whateley Wealth Management Ltd

Located at 3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS, United Kingdom, Whateley Wealth Management Ltd is a reputable financial services company that offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, the company specializes in financial planning, finance brokerage, financial consulting, and mortgage services. Their offices are equipped with wheelchair accessible facilities, ensuring that all clients can access their services with ease.

Specialties and Services

• Financial Planner: They provide personalized financial planning services to help clients make informed decisions about their money.
• Finance Broker: Their finance brokerage services assist clients in securing the best financial products and services to suit their needs.
• Financial Consultant: They offer expert financial advice to help clients manage their investments and achieve their long-term financial goals.
• Mortgage Broker: Whateley Wealth Management Ltd helps clients navigate the mortgage market, finding the best deals and options to suit their specific needs.

Convenience and Accessibility

The company understands the importance of convenience and accessibility for their clients. They offer online appointment scheduling, ensuring that clients can easily book a consultation at a time that suits them. The office is wheelchair accessible, with designated parking spaces and restroom facilities, making it easy for clients with mobility issues to access their services.

Testimonials and Reviews

With an impressive 41 reviews on Google My Business, Whateley Wealth Management Ltd has earned a excellent reputation among its clients. Many testimonials highlight the company's exceptional customer service, with clients praising the professionalism and expertise of their advisors. One client, Nasreen, has been particularly commended for her excellent advice and ability to put clients at ease during consultations. The average opinion rating is a impressive 5/5, demonstrating the high level of satisfaction among clients.

Recommendation

For anyone seeking expert financial advice and guidance, Whateley Wealth Management Ltd is an excellent choice. Their range of services, coupled with their commitment to customer satisfaction, sets them apart from competitors in the industry. To learn more about their offerings or to book an appointment, visit their website at whateleywm.co.uk. Don't hesitate to contact them via phone at 1212858528 to discuss your specific financial needs and goals.

👍 Reviews of Whateley Wealth Management Ltd

Pete T.

5/5

Nasreen has given me excellent advice on the best way to get the most out of my pension investments . Meeting Nasreen for the first time she immediately put me at my ease, patiently explained in detail my options. I feel confident that my investments are now being well managed. I can absolutely recommend Nasreen and Whateley Wealth Management.

David P.

5/5

I came to whateley wealth management and met Nasreen for pension advice. From the moment I net her, I felt really comfortable and every question I asked, she listened attentively and I felt completely at ease and confident in her knowledge and honest advice. She is an asset to Whateley and I would advise anyone needing advice to go and see her. You wont be disappointed!!!

Kim W.

5/5

I've had very sound advise from Whateley Wealth Management.
I have no experience with investments and have had the best service from them.
Always there to advise and regular updates.. They also put my nephews inheritance in trust until he's 21 and this is soing very well
All in all I'm very happy with this company and would highly recommend them

K S.

5/5

We had excellent service and would highly recommend Wheatley Wealth Management. Michael and Lisa were very supportive throughout the process and exceeded our expectations.

Tony W.

5/5

My dealing with Whateley Wealth Management Ltd were through Gurveer, I find Gurveer's approach and commitment to communication and Customer focussed information to be second-to-none. He really impressed me with how diligent he was with the whole process. I would recommend Gurveer and
Whateley Wealth Management Ltd to anyone going forward.

Micheal F.

5/5

Been using whateley wealth for years about my pension I’ve been really happy all staff been good especially Nicola who I’ve dealt with all the time now coming up to retirement she’s made all the worry go away and made it easier to retire thanks for all the help you gave me

Ellie M.

5/5

As first time buyers, going to see a mortgage advisor can be very nervous! But Daisy put us at ease , answered our million questions and even though we have had trouble buying a house, she has helped us and been right at the end of an email or phone call with whatever questions and worries I have. I honestly cannot recommend her enough, her and the team are brilliant and will always go back and use her when we need.

Ingrid B.

5/5

Used Whateley wealth again this year as they helped us out of a bad situation 2 years ago. Lisa G was assigned to our case and has been amazing! Such a lovely, dedicated person! No question was too stupid and Lisa alway went out of her way to help us out. We smoothly and painlessly transitioned into another mortgage which was such a relief to us! I recommend this company to everyone that talks about mortgages to us! Thanks once more Lisa! X