We offer an initial consultation completely free of charge - why not book an appointment * with one of our Independent Financial Advisers today?. Everyone deserves financial security and the peace of mind that brings, which is why we, as Independent Financial Advisers, navigate you through the complex financial landscape to help you to understand and achieve your lifetime goals.
Your journey to a secure financial future is deeply personal - it needs to be unbiased, bespoke and balanced to your exact needs - and we'll be here for generations, helping as your needs change and continually developing how we serve you - going the extra mile. We're all about making the complex simple whilst keeping as much of the detail as you decide.
Your journey to a secure financial future is deeply personal - it needs to be unbiased, bespoke and balanced to your exact needs - and we'll be here for generations, helping as your needs change and continually developing how we serve you - going the extra mile. We're all about making the complex simple whilst keeping as much of the detail as you decide.
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This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.
Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available. As a mortgage is secured against your property, it could be repossessed if you do not keep up the mortgage repayments.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A pension is a long-term investment.
Reviews (2)
Sarah El Taher
Oct 20, 2021
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I had the pleasure of having the lovely Daisy as my incredible mortgage advisor and I could not have wished for it to be any other way. I have gone ahead and recommended Whateley wealth management to every single person that I know. From the very beginning Daisy was ever so patient with my million and ten questions. I had to pause my house hunting for a year and never was I pressured or asked to make any payments. Daisy was there to support, advice and help in every way possible. Not only am I first time buyer, i’m also the first in my family so I had no one that understood the steps to buying
Michelle James
Oct 14, 2020
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In these strange and unusual times, we have had to reassess our outgoings and expenditure. We came to Whateley Wealth Management for candid advice about our mortgage given our circumstances. We liaised with Daisy Whateley...
She listened to our concerns without judgement and clearly explained our options. We felt confident that as she is an independent adviser, we were provided with ALL of the options available to us – a whole market understanding, not limited to one provider.
Once an option was agreed, she swiftly facilitated the change of mortgage. We are now in a position where our mortgage
She listened to our concerns without judgement and clearly explained our options. We felt confident that as she is an independent adviser, we were provided with ALL of the options available to us – a whole market understanding, not limited to one provider.
Once an option was agreed, she swiftly facilitated the change of mortgage. We are now in a position where our mortgage
