Whateley Wealth Management Ltd
Initial consultation free
Independent
We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs.
We firmly believe everyone deserves a secure financial future.
We can advise you on
Clients
helped
264helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
Meet our advisers
MISS Nicola Whateley APFS
Chartered Financial Planner
Mrs Daisy Whateley
Chartered Financial Planner
What our clients say
m
Mark
I first met Nicola when she was an advisor in my local bank, I went to my bank at that time for some investment advice, not knowing who else to trust. I was more than happy with the way Nicola dealt...
m
Maria
Nicola is extremely professional at what she does. I felt I could trust her completely and I was really happy with the advice given. Nicola also provides a great aftercare service.
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Philip
Nicola is always available to assist me financially when I need her. She gives me a high level of advice with a great ongoing service. She also looks after my family.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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