Whateley Wealth Management 3 Parsonage Drive, Cofton Hackett, Birmingham B45 8AS
About the Business
Welcome to Whateley Wealth Management, a premier financial institution located in the heart of Cofton Hackett, Birmingham. Our institution provides top-notch financial services that cater to the diverse needs of our clients.
We take pride in our establishment's strong reputation for providing personalized financial planning and management services that are tailored to each client's unique situation. At Whateley Wealth Management, we understand that successful financial planning is not just about managing your assets but also about your hopes, dreams, and aspirations.
Our team of financial experts has decades of experience in finance and investment management. We are dedicated to providing our clients with holistic solutions that enable them to achieve their financial goals. We offer a wide range of services, including investment management, retirement planning, wealth preservation, tax planning, and estate planning.
Our institution is committed to providing top-notch financial services that offer peace of mind to our clients. We take the time to understand our clients' needs and goals, and we work diligently to develop effective strategies that align with their objectives.
If you're looking for a trusted partner to help you manage your finances, Whateley Wealth Management is the go-to institution that you can trust. Our establishment is located at 3 Parsonage Dr, Cofton Hackett, Birmingham B45 8AS, United Kingdom, and we invite you to visit us today to learn more about our services. Discover why we are a point of interest for so many clients looking to secure their financial future.
Photos
Location & Phone number
3 Parsonage Dr, Cofton Hackett, Birmingham B45 8AS, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Dear Lisa Thank you so much and the rest of the team, just a few words to let you know I value the work and help you have given over the period that it has taken, Much appreciated thank you Lisa, you took time to find a better deal for me and keep informed at all times throughout the process, I highly recommend Lisa, she is friendly and kind and work to get mortgage through Once again thank you Lisa God bless you and rest of the team. From Stella"
"I've used Whateley Wealth Management for many years for financial advice. Lisa Gilsenan has recently assisted me in setting up my mortgage. She took the time to find the approprate deal for me and kept me informed at all times through the process. If I had questions she answered them promptly which was reassuring given these challenging times and was always quick to get the appropriate applicatinos together to get the mortgage through. I highly recommend Lisa - she is friendly, professional and works to get the mortgage through. Nothing is too much trouble. Thank you to Lisa and the rest of the team - I'm loving my new home!"
"Lisa Gilsenan is the most professional, kind and most helpful person I have ever met. The difficult moving home process was only successful because of Lisa. We started the process when the covid 19 pandemic restrictions were still in place and finished a week ago with inflation causing a major problem in accessing mortgages for homes. Thank you so much Lisa for your help, thanks to you we can enjoy our new home."
"I would like to say Daisy has been amazing, throughout my house journey. She has helped so much even when I was bombarding her with different queries nothing was no bother for her to look into for me. I would defo recommend her & will use her in the future..."
List of local businesses, places and services in Birmingham
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos