Reviews of Whateley Wealth Management Ltd. (Financial Consultant) in Birmingham (West Midlands).

Whateley Wealth Management Ltd

45 Reviews

10 Comments

Financial Consultant

Financial planner

Finance broker

Financial Advisor

Mortgage broker

3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS

Description

Information of Whateley Wealth Management Ltd, Financial Consultant in Birmingham (West Midlands)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Whateley Wealth Management Ltd

Reviews of Whateley Wealth Management Ltd

C. F. F. i.

This company was recommended and they didn't disappoint. One of the good point for us was an evening appointment. Being very busy in the day, this helped enormously. The service was outstanding - not knowing where to start with our requirements, but knowing we needed help. The appointment with Daisy was like a whole weight lifted off our shoulders. She was very professional, knowledgeable and thorough. We will certainly use this company again and would highly recommend them.

C. J.

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!

K. H.

I'd wholeheartedly recommend Whateley Wealth Management. Daisy Whateley has helped me with both my first mortgage and remortgaging and both times she went above & beyond. I'm also extremely grateful for the quick response times and flexibility, which are second-to-none.

D. M.

Daisy helped us get a mortgage as we’d been living abroad for 20 yrs and had no viable credit score when we came back. She slways stays in touch and keeps us updated. Highly recommend her.

E.

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...

R. P.

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.

M. J.

Cannot recommend this firm highly enough ! Daisy has been exceptional in assisting me with my mortgage - communication is speedy and transparent ; won't be hesitating to do future business with them in the future.

D. G.

I received very good financial advice from Nasreen. She provided excellent guidance throughout, and I would recommend her to others.

S. E. T.

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 a house. I can’t thank you enough. To you it might just seem like you’re doing your job, but to me it’s soooo much more. To anyone reading this, while house hunting you will have so many mortgage advisors and estate agents trying to convince you that they can offer you better because of their big name but that’s absolutely not the case and you will see. Best of luck with everything Daisy and thank you for helping us my little family have a place to call home.

K. P.

I was lucky enough to have Lisa Gilsenan as my mortgage advisor and she has been absolutely fantastic. She has gone above and beyond and done excellent research which and gotten me an agreement in principal. 10/10 would recommend.

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