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.