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Whateley Wealth Management Ltd

Whateley Wealth Management Ltd

5.0(73 reviews)See reviews ↓·Birmingham

About the company

Whateley Wealth Management Ltd is an independent financial adviser firm based in the West Midlands. The firm specialises in pensions, investments, mortgages and insurance. Whateley Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, registration 715678. The firm offers a free initial consultation with no charge for the first meeting.

Appointments are available at the client's home, in the firm's offices, by phone, or online. The firm states it treats clients and team like family, with integrity, care and respect. The firm's services include business protection, general financial information, investments, mortgages, pensions and protection.

What customers say

Based on genuine customer reviews

People planning for retirement and reviewing their pension arrangements repeatedly highlight the work done at Whateley Wealth Management in Birmingham. Several customers describe an adviser who researches existing pension plans thoroughly and returns with detailed recommendations on transfers, drawdown products and investment funds intended to maximise returns. Nasreen, also called Naz, appears in numerous accounts for her patient, professional manner and her habit of explaining options in plain English, checking understanding before any decision is made.

Gurveer Atwal is named for similarly attentive and knowledgeable handling of pension pots, investment options and the transfer of funds, with reviewers noting he made personal financial details easy to discuss. Daisy and Nathan also attract praise for informative, responsive service. An observation shared by more than one reviewer is the absence of pressure during meetings, with couples feeling comfortable discussing savings, retirement age, lifestyle preferences and future growth. Reviewers describe feeling confident that their pensions are in capable hands after years with previous providers delivered little improvement, and several praise the clear commentary on what would be done and why.

Finance brokerFinancial AdvisorMortgage broker

Reviews

Reviews are taken from publicly available sources.

JJ
John Jones8 July 2026

I was referred to Whateley Wealth Management by the Unbiased IFA advisory service. Gurveer Atwal at Whateley gave me useful and comprehensive advice about the process to access my personal pension pots and to transfer funds into a suitable pension drawdown product. Gurveer was very attentive and knowledgeable throughout the process. He took care of all of the processing of the pension transfer to investment funds which aim to achieve my investment aims, and which I would have had no idea how to achieve without his advice. I would recommend him highly.

SB
Sally Bryan2 July 2026

Daisy was friendly, discussed my requirements in detail and clearly explained the whole process. I would definitely recommend her and admin staff for excellent service.

MT
Mark Tredgold11 June 2026

Can't speak highly enough about Whateley Wealth Management, and in particular Naz, who's been looking after my pensions for me. Naz explained everything in plain English, took time to understand what I was looking for (i.e. retirement age, lifestyle, investment preferences etc), and came up with a very detailed set of recommendations, which will maximise the return on my pension pots. As someone who is by no means an expert when it comes to investments, I felt informed and in control throughout, and really felt like I'd got a true expert looking after my interests. I've already recommended Naz to friends, and will continue to do so in the future.

MJ
Mark Jones29 April 2026

Had a few meetings now with Nasreen,she is very professional and made us feel very comfortable about the different ways of investing for our future. Takes time to make sure you understand everything and helped find the right investment that's right for us. Would highly recommend her services, great advice with no pressure 👍

AT
Amanda Thomas-Comarsh24 March 2026

I met with Nasreen to review my pension options, she thoroughly researched all of my current pension plans and came back with all of the information required to make an informed decision on how I should move forward based on my current and potential future circumstances. She explained all of the information very clearly and ensured I fully understood before making any decision. I would highly recommend Nasreen, she is very friendly along with being extremely professional and has really helped me plan for my future.

ND
Nick D20 March 2026

I've had such great service from Daisy and Nathan. Informative, responsive and a real game-changer in terms of making sure I can plan for retirement.

CS
Cathy Stacey16 March 2026

I had an excellent experience working with Samantha Hems who has recently helped me distribute money from a very complicated investment bond that I inherited from my late father. Sam was incredibly patient and took the time to explain every detail clearly making sure I fully understood the process at each step. She was thorough, professional and always available to answer questions, which made what could have been a stressful process feel straightforward and well managed. I would 100% recommend Sam to anyone looking for a knowledgeable and supportive financial advisor.

Financial advisers in Birmingham compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Birmingham are compared.

RankProviderRatingReviewsOpen Sat.
1Jordan Financial Management★ 5,0117No
2Masterplan Wealth★ 5,0107No
3Whateley Wealth Management Ltd (this page)★ 5,073No
4Southcote Financial Limited★ 5,041No
5Ethical Adviser★ 5,038No
Contact
+441212858528www.whateleywm.co.uk3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed