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Whateley Wealth Management

Financial Planner

5.0★★★★★(47 reviews, from external sources)

Business Contact

Daisy Whateley
mortgage advisor

    Contact Information

    Whateley Wealth Management
    3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS, United Kingdom, UK20
    Birmingham
    Get Directions
    Open — closes at 17:009:00 – 17:00
    • Monday9:00 – 17:00
    • Tuesday9:00 – 17:00
    • Wednesday9:00 – 17:00
    • Thursday9:00 – 17:00
    • Friday9:00 – 17:00
    • SaturdayClosed
    • SundayClosed
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    Business Description

    Whateley Wealth Management is an Independent Financial Advisory practice based in Cofton Hackett, Birmingham. Their team of 4 Independent Financial Advisers and 2 Mortgage & Protection Advisers are dedicated to working in partnership with clients to help them achieve their financial goals and develop a bespoke financial plan for life. With expertise in pensions, investments, mortgages, and protection, they are committed to providing unbiased, personalized, and balanced financial advice to support clients through every stage of life.

    Employees
    <25
    Founded
    2014
    Years in Business
    12
    Price
    $
    Restroom
    Yes
    Wheelchair Accessible
    Parking, Restroom, Yes

    Industry: Legal and Financial » Financial Planner

    Engaged in:
    • Finance Broker
    • Financial Consultant
    • Financial Planner
    • Mortgage companies
    ISIC Codes
    6612, 6619

    Questions & Answers

    1. 1.How long has Whateley Wealth Management been in business?

      Whateley Wealth Management has been in business for 12 years

    2. 2.What is Whateley Wealth Management's phone number?

      Whateley Wealth Management's phone number is 0121 285 8528.

    3. 3.Where is Whateley Wealth Management located?

      Whateley Wealth Management is located at 3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS, United Kingdom, UK20. Get Directions.

    4. 4.What are Whateley Wealth Management's hours?

      Whateley Wealth Management is open during the following hours: weekdays: 9:00 – 17:00; weekends: Closed.

    5. 5.Who is the primary contact at Whateley Wealth Management?

      The primary contact at Whateley Wealth Management is Daisy Whateley (mortgage advisor).

    6. 6.Who else works at Whateley Wealth Management?

      Whateley Wealth Management also has 2 other listed contact: Lisa Gilsenan, Nasreen_other.

    7. 7.What is Whateley Wealth Management's website?

      Whateley Wealth Management's website is www.whateleywm.co.uk.

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