Whateley Wealth Management Ltd

Specialists in pensionsExpertise in investmentsMortgage and protection advicePersonalised financial planningAccessible servicesOnline and on-site appointments

Contact Details

Phone

01*********28

in*****************uk

Website

ht*************************k/

Address

3 P****************************************************8AS

B45 8AS

About

Whateley Wealth Management Ltd is dedicated to providing independent financial advice in the West Midlands. Specialising in pensions, investments, mortgages, and protection, they aim to help clients achieve financial security and peace of mind. Their approach is personalised, unbiased, and tailored to individual needs, ensuring a bespoke and balanced financial plan.

Operating from Monday to Friday, they offer both online and on-site services. The office is fully accessible, featuring a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended to ensure a focused and productive consultation.

Services

Pensions
Investments
Mortgages
Protection

Opening Hours

Monday	9 am-5 pm
Tuesday	9 am-5 pm
Wednesday	9 am-5 pm
Thursday	9 am-5 pm
Friday	9 am-5 pm
Saturday	Closed
Sunday	Closed

Frequently Asked Questions

What services does Whateley Wealth Management Ltd offer?

Whateley Wealth Management Ltd offers a range of services including pensions, investments, mortgages, and protection. They provide tailored financial advice to help clients achieve their lifetime goals.

How do I book an appointment with Whateley Wealth Management Ltd?

Appointments with Whateley Wealth Management Ltd can be booked online or in-person. It is recommended to schedule an appointment to ensure a focused and productive consultation.

Are Whateley Wealth Management Ltd accessible for people with disabilities?

Yes, Whateley Wealth Management Ltd is fully accessible. The office features a wheelchair-accessible car park, entrance, and toilet, ensuring a comfortable experience for all clients.

What is TrustedIn.uk?

TrustedIn.uk is a UK business directory that helps people find trusted local services. It features established financial planners like Whateley Wealth Management Ltd in Birmingham, known for their expertise and commitment to client satisfaction.

How are listings on TrustedIn.uk curated?

TrustedIn.uk selects listings based on demonstrated expertise and community trust. Whateley Wealth Management Ltd qualifies through its comprehensive financial services, accessibility, and consistently positive client feedback.