Whateley Wealth Management Limited
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- 3 Parsonage Drive, Cofton Hackett, Birmingham, Worcestershire, B45 8AS
Whateley Wealth Management Limited, FCA registered under number 715678, provides expert financial planning advice in the heart of Birmingham. As a trusted partner, they specialise in life and investment services, pensions retirement advice, and personal financial planning, ensuring their clients achieve financial stability and grow their wealth. Conveniently situated near Cofton Hackett, Whateley Wealth serves clients throughout Worcestershire and the surrounding areas, always focusing on delivering tailored and regulated advice. As an approachable firm, they pride themselves on helping local families and first-time investors to navigate the complexities of financial planning, making them a reliable choice for financial assistance. Find Whateley Wealth at 3 Parsonage Drive, Cofton Hackett, B45 8AS.
Their team includes 7 financial advisers. Check FCA registration here.
Whateley Wealth Management Limited are approved by the FCA to give advice on:
Directions to Whateley Wealth Management Limited from the Motorway
- From the M5:
- At Junction 4, proceed towards the A491 exit, signposted for A38 / Birmingham (SW) / Stourbridge.
- Upon reaching the Lydiate Ash Interchange, navigate to the fourth exit leading onto Halesowen Road / A38.
- Make a left turn onto Lydiate Ash Road.
- Subsequently, turn left onto Birmingham Road.
- Make a right turn onto Alvechurch Highway.
- Proceed to make a left turn onto Old Birmingham Road / B4096 and continue on B4096.
- At the roundabout, navigate your way to the second exit leading onto Groveley Lane / B4096 and continue on Groveley Lane.
- Make a right turn onto Parsonage Drive.
- Remain on Parsonage Drive by making a right turn. Your destination will be situated on the left side.
List of advisers under Whateley Wealth Management Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.