I found Gurveer Atwal to be very patient and helpful when discussing my options for investment. He spoke extremely clear and made sure that I understood exactly what my options were. I have recommended Whateley Wealth to friends in a similar position to myself and also passed on Gurveer's details.
I found Gurveer Atwal extremely helpful and knowledgeable when it came to moving my pension. It went really smoothly and I'm very pleased that I took the decision to use Whateley Wealth Management, I felt supported all the way through the process.
Nasreen has been absolutely fantastic in the way she has handled my pensions and organising my inheritance that I recently received . I can honestly say that without Nasreen's help and expertise I dread to think where I would have been in ten years. Thank you so much for all your help and advice Naz. Rhys
I’ve recently been working with Whateley Wealth Management regarding access to my Prudential and Scottish Widows fund information. Ellie-Jade and Gurveer have been incredibly helpful throughout the process. I received my login details promptly and was able to access the relevant portals in the end without issue. Although the Whateley portal is currently undergoing updates and doesn’t reflect real-time data, I appreciated the clear communication and guidance to use the official fund platforms in the meantime. Their responsiveness and professionalism made the whole experience smooth and reassuring. Highly recommend their services for anyone looking for reliable financial support and advice. — Mark Valentine
Dear Lisa Thank you so much and the rest of the team, just a few words to let you know I value the work and help you have given over the period that it has taken, Much appreciated thank you Lisa, you took time to find a better deal for me and keep informed at all times throughout the process, I highly recommend Lisa, she is friendly and kind and work to get mortgage through Once again thank you Lisa God bless you and rest of the team. From Stella
I've used Whateley Wealth Management for many years for financial advice. Lisa Gilsenan has recently assisted me in setting up my mortgage. She took the time to find the approprate deal for me and kept me informed at all times through the process. If I had questions she answered them promptly which was reassuring given these challenging times and was always quick to get the appropriate applicatinos together to get the mortgage through. I highly recommend Lisa - she is friendly, professional and works to get the mortgage through. Nothing is too much trouble. Thank you to Lisa and the rest of the team - I'm loving my new home!
Lisa Gilsenan is the most professional, kind and most helpful person I have ever met. The difficult moving home process was only successful because of Lisa. We started the process when the covid 19 pandemic restrictions were still in place and finished a week ago with inflation causing a major problem in accessing mortgages for homes. Thank you so much Lisa for your help, thanks to you we can enjoy our new home.
I would like to say Daisy has been amazing, throughout my house journey. She has helped so much even when I was bombarding her with different queries nothing was no bother for her to look into for me. I would defo recommend her & will use her in the future...
Whateley Wealth Management is located at 3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS, UK
You can contact Whateley Wealth Management at +44 121 285 8528
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