Whateley Wealth Management
34 Reviews
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
About the Business
Whateley Wealth Management Ltd - Home |
Contacts
Website
Call Us
+441212858528
3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS
Hours
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Wheelchair-accessible car park
- Toilets
- On-site services
- Online appointments
Recommended Reviews
Claire Jones
06.03.2024
Whateley Wealth Management
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!
stella mukundane
04.03.2024
Whateley Wealth Management
Dear LisaThank 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 throughOnce again thank you Lisa God bless you and rest of the team.FromStella
Carole Anne Whateley
15.01.2024
Whateley Wealth Management
Nicola and her team ( no relation btw!)Have an office nearby. I was searching for a financial advisor and popped my head in.I haven’t looked back since … they are a professional but welcoming team and I have been well taken care of.I wouldn’t hesitate to recommend them.
Jack Greaves
12.01.2024
Whateley Wealth Management
A easy and professional experience from start to finish. Lisa helped me get the best offer for my remortgage in a simple, fast fashion. Lisa answered all questions I had and was extremely professional. I highly recommend!
CP Fitters Fitters iphone01
28.12.2023
Whateley Wealth Management
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.
Paul Lumley
23.12.2023
Whateley Wealth Management
Daisy was very Professional when visiting our home on 3 occasions, she talked me through every possible way of combining all my pension pots, with every possible outcome, Daisy explained everything in a manner that was easy too understand, I would recommend this company 100 %
Emma
22.12.2023
Whateley Wealth Management
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...
Ingrid Baker
21.12.2023
Whateley Wealth Management
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
Rafal Piekarczyk
21.12.2023
Whateley Wealth Management
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.
David McGuinness
16.12.2023
Whateley Wealth Management
Daisy helped us get a mortgage as we’d been living abroad for 20 yrs and had no viable credit score when we came back. She slways stays in touch and keeps us updated. Highly recommend her.
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Map
3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS
Whateley Wealth Management