Whateley Wealth Management Ltd

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.

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.

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.

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 👍

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.

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.

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.