Whateley Wealth Management Ltd

Whateley Wealth Management Ltd is an independent financial advisory firm that offers financial services including pensions, investments, mortgages, and insurance.
  • Pensions
  • Mortgages
  • Insurance
  • Investments
  • Equity Release
  • Estate Planning
  • Business Protection
  • Health & Long Term Care
  • Corporate Financial Advice

Size
Small
Phone
0121 285 8528
Email
Available in Endole App
Locations
3 Parsonage Dr, B45 8AS
01212858528
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Whateley Wealth Management Ltd is operated by Whateley Wealth Management Limited and is a Active company incorporated on 11 July 2014 with the registered office located in Birmingham, Worcestershire. Whateley Wealth Management Limited was registered 11 years ago.

Status
Active
Size
Micro
Directors
2
Age
11 years old
Employees
15
Turnover
Unreported
Total Assets
£624.26K
Cash in Bank
£94.64K
Total Liabilities
-£278.23K

Director • Secretary • PSC • British • Lives in England • Born in Oct 1982
Teams
All
7
Finance
5
Management
2
Operations
2
Office Manager • Joined Jul 2023
Chartered Financial Planner • Joined Aug 2020
Mortgage Specialist • Joined Jun 2019
Mortgage Broker • Joined Feb 2024
Chartered Financial Planner • Joined Nov 2024
Mortgage & Protection Adviser • Joined Mar 2021
IFA Administration
Chartered Financial Planner • Joined Aug 2020
Mortgage Specialist • Joined Jun 2019
Mortgage Broker • Joined Feb 2024
Chartered Financial Planner • Joined Nov 2024
Mortgage & Protection Adviser • Joined Mar 2021
Office Manager • Joined Jul 2023
IFA Administration
Office Manager • Joined Jul 2023
IFA Administration