Business Details
12 Years
experience
Your Trusted Financial Advisers in Birmingham
Established in 2014, Whateley Wealth Management has grown rapidly as a team of independent financial advisers dedicated to simplifying complex financial decisions. Our mission is to empower clients with clarity and peace of mind through tailored advice in pensions, investments, mortgages, and protection. All team members, including Chartered Financial Planners and specialists with advanced qualifications, prioritise integrity, care, and client-centric service. Regulated by the Financial Conduct Authority, we combine decades of collective experience with ongoing professional development to ensure our advice remains current and comprehensive.Our commitment to transparency is reflected in free initial consultations, no-pressure guidance, and flexible appointment options, whether in-person, by phone, or online. We treat clients and colleagues like family, fostering trust through consistent communication and ethical practices. With expertise in estate planning, auto-enrolment pensions, and holistic financial strategies, we serve individuals and businesses across the UK, focusing on long-term relationships rather than one-time transactions. Our growth reflects client satisfaction and the value of our approach, which balances technical expertise with accessible, jargon-free advice.
Services
Pensions
Investments
Mortgages
Protection
Business Protection
Estate Planning
Auto Enrolment Pensions
Mortgage Advice
Life Insurance
General Insurance
Details
- Year established: 2014
Highlights and features
- We offer free initial consultations with no obligation or pressure.
- Our team includes Chartered Financial Planners and specialists in pensions, investments, and mortgages.
- Regulated by the Financial Conduct Authority for your protection.
- We provide holistic financial planning tailored to your unique circumstances.
- Client-focused approach with a commitment to integrity and transparency.
Associations and certifications
- Financial Conduct Authority
Services
Pensions
We specialise in pension planning, helping clients prepare for retirement through tailored strategies. Our services include assessing pension options, optimising contributions, and ensuring compliance with tax regulations. With expertise in personal and corporate pensions, we guide clients toward secure financial futures.
Investments
Our investment advisory services focus on balancing risk and return to meet long-term financial goals. We analyse market trends, recommend diversified portfolios, and provide ongoing portfolio management. Clients benefit from clear explanations of investment vehicles and strategies aligned with their risk tolerance and objectives.
Mortgages
We offer mortgage advice covering interest rate options, loan terms, and affordability assessments. Our team helps clients navigate mortgage products, including fixed-rate, tracker, and buy-to-let mortgages. We also provide guidance on mortgage protection and repayment strategies to ensure sustainable homeownership.
Protection
Our protection services include life insurance, critical illness cover, and income protection tailored to individual needs. We review existing policies, identify coverage gaps, and recommend cost-effective solutions. The goal is to safeguard clients' financial security against unforeseen events while ensuring policy terms match their circumstances.
Estate Planning
Estate planning services focus on preserving wealth for future generations. We advise on wills, trusts, inheritance tax mitigation, and probate. By integrating pensions, investments, and property into comprehensive plans, we help clients ensure their assets are distributed according to their wishes while minimising tax liabilities.
People
Nicola Whateley
Director, Chartered Financial Planner
Nicola founded Whateley Wealth Management in 2014 after a banking career. A Chartered Financial Planner with advanced qualifications, she specialises in pensions and mortgages. She prioritises client education and staff development, fostering a team-oriented culture.
Nasreen Akhter
Independent Financial Adviser
Nasreen has over two decades of financial services experience, focusing on holistic planning and compliance. She advises high-net-worth clients and aims to achieve Chartered status. Her approach combines technical expertise with a commitment to long-term client relationships and community engagement.
Daisy Whateley
Chartered Financial Planner
Daisy transitioned from pharmacy to financial advice, qualifying as a Chartered Financial Planner in 2024. She specialises in pensions and investments, simplifying complex concepts for clients. Her background in law and finance enhances her analytical approach to financial planning.
John Harrison
Independent Financial Adviser
With 30 years of experience, John offers holistic advice on savings, pensions, and investments. He serves multi-generational clients, often referred by existing customers. His expertise spans retirement planning and portfolio management, supported by industry-recognised qualifications.
Gurveer Atwal
Independent Financial Adviser
Gurveer brings 15 years of experience in pensions, investments, and estate planning. A University of Birmingham economics graduate, he focuses on holistic strategies for short- and long-term goals. He aspires to become a Chartered Financial Planner while delivering client-centric solutions.
Questions
What financial services do you offer?
We provide pensions, investments, mortgages, protection, estate planning, and business protection advice tailored to individual and corporate needs.
Are you regulated by the Financial Conduct Authority?
Yes, Whateley Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (registration 715678).
Do you offer free initial consultations?
Yes, we provide free initial consultations with no obligation, allowing you to explore your options without pressure.
How do you tailor financial advice to individual needs?
We conduct detailed assessments of your financial situation, goals, and risk tolerance to create personalised strategies aligned with your circumstances.
What qualifications do your advisers hold?
Our team holds advanced qualifications including Chartered Financial Planner, DipFA, CeMAP, and specialist pensions certifications.
Reviews (2)
Sarah El Taher
Oct 20, 2021
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I had the pleasure of having the lovely Daisy as my incredible mortgage advisor and I could not have wished for it to be any other way. I have gone ahead and recommended Whateley wealth management to every single person that I know. From the very beginning Daisy was ever so patient with my million and ten questions. I had to pause my house hunting for a year and never was I pressured or asked to make any payments. Daisy was there to support, advice and help in every way possible. Not only am I first time buyer, im also the first in my family so I had no one that understood the steps to buying
Michelle James
Oct 14, 2020
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In these strange and unusual times, we have had to reassess our outgoings and expenditure. We came to Whateley Wealth Management for candid advice about our mortgage given our circumstances. We liaised with Daisy Whateley... She listened to our concerns without judgement and clearly explained our options. We felt confident that as she is an independent adviser, we were provided with ALL of the options available to us a whole market understanding, not limited to one provider. Once an option was agreed, she swiftly facilitated the change of mortgage. We are now in a position where our mortgage
