Whateley Wealth Management Ltd - Birmingham

Whateley Wealth Management Ltd, located at Address: 3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS, United Kingdom, is a renowned firm specializing in financial planning, finance brokerage, financial consulting, and mortgage brokerage. With a phone number: 1212858528 and a user-friendly website: whateleywm.co.uk, they offer a wide range of services to cater to your financial needs.

One of the key features of Whateley Wealth Management Ltd is their commitment to accessibility. Their office is equipped with a wheelchair accessible entrance, parking lot, and restroom, ensuring a comfortable experience for all clients. They offer both onsite services and online appointments, providing flexibility to accommodate their clients' schedules. Additionally, they have a restroom available for your convenience. It's important to note that an appointment is required to ensure the best possible service.

Client reviews are an essential factor when choosing a financial firm, and Whateley Wealth Management Ltd has an impressive record with 34 reviews on Google My Business. Their outstanding service has earned them an exceptional average opinion: 4.9/5, demonstrating their dedication to client satisfaction.

When searching for a reliable and professional financial partner, consider the following:

1. Specialties: Whateley Wealth Management Ltd offers a comprehensive range of financial and mortgage brokerage services, making them an ideal choice for those seeking expert guidance.
2. Accessibility: Their wheelchair accessible office and flexible appointment options show their commitment to accommodating all clients' needs.
3. Reviews and Reputation: With an impressive average rating of 4.9/5 from 34 Google My Business reviews, Whateley Wealth Management Ltd has proven its dedication to client satisfaction.

Reviews of Whateley Wealth Management Ltd

John Leake

5/5

I have been very impressed with the professional and personal care that was given to me by all staff at whateley wealth management. My pension was arranged by a very friendly and welcoming gentleman named Gurveer, he took the time to listen to what I wanted and proceeded to arrange things very quickly and professionally. I would recommend that anyone in need of any financial advice or assistance contact them.
Thank you everyone at whateley Wealth management

Ellie MacDonald

5/5

As first time buyers, going to see a mortgage advisor can be very nervous! But Daisy put us at ease , answered our million questions and even though we have had trouble buying a house, she has helped us and been right at the end of an email or phone call with whatever questions and worries I have. I honestly cannot recommend her enough, her and the team are brilliant and will always go back and use her when we need.

Hjob

5/5

Nasreen has given me excellent advice on the best way to get the most out of my pension.

Ingrid Baker

5/5

Used Whateley wealth again this year as they helped us out of a bad situation 2 years ago. Lisa G was assigned to our case and has been amazing! Such a lovely, dedicated person! No question was too stupid and Lisa alway went out of her way to help us out. We smoothly and painlessly transitioned into another mortgage which was such a relief to us! I recommend this company to everyone that talks about mortgages to us! Thanks once more Lisa! X

Andrew Jackson

5/5

Just to say I am overall very satisfied with the advice given to me by Gurveer Atwal, and the processing of all financial transactions.

Jodie Murphy

5/5

Great service received! The team kept us informed and the process was stress free through out

CP Fitters Fitters iphone01

5/5

This company was recommended and they didn't disappoint. One of the good point for us was an evening appointment. Being very busy in the day, this helped enormously. The service was outstanding - not knowing where to start with our requirements, but knowing we needed help. The appointment with Daisy was like a whole weight lifted off our shoulders. She was very professional, knowledgeable and thorough. We will certainly use this company again and would highly recommend them.

Mehtab Ahmed

5/5

Great service. Micheal explained everything so well and always up for random calls and inquiries.