Whateley Wealth Management
Hours
Chamber Rating
-
Lee Ranford
Cant thank lisa enough what can I say soon as I met her she talked me through all my options and advising me the best way And what can I say. Iv just purchased another rental home I would advise any one to use this company she is a true asset to wealth management And shes easy on the eye Thank you
Mar 25th, 2023 -
Lisa Bowen
Where to start ... From the 1st phone call to completion-Lisa was amazing Held our hand and kept us upright all through the process of up/down rates , to finalising everything.. Lisa ...thank you..you are wonderful Credit to the company x
Jan 25th, 2023 -
Martin Washbrook
First class friendly service with excellent advice. Totally trustworthy. Highly recommended .
Jan 12th, 2023 -
stella mukundane
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
Jan 8th, 2023 -
Claire Jones
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!
Nov 29th, 2022
Contact Info
- (121) 285-8528
Questions & Answers
Q What is the phone number for Whateley Wealth Management?
A The phone number for Whateley Wealth Management is: (121) 285-8528.
Q Where is Whateley Wealth Management located?
A Whateley Wealth Management is located at 3 Parsonage Dr, Birmingham, eng B45 8AS
Q What is the internet address for Whateley Wealth Management?
A The website (URL) for Whateley Wealth Management is: https://www.whateleywm.co.uk/
Q What days are Whateley Wealth Management open?
A Whateley Wealth Management is open:
Wednesday: 9:00 AM - 9:00 AM
Thursday: 9:00 AM - 9:00 AM
Friday: 9:00 AM - 9:00 AM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Q How is Whateley Wealth Management rated?
A Whateley Wealth Management has a 5.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
Whateley Wealth Management
Overall Rating
Overall Rating
( 2 Reviews )Lee Ranford on Google
Cant thank lisa enough what can I say soon as I met her she talked me through all my options and advising me the best way
And what can I say. Iv just purchased another rental home I would advise any one to use this company she is a true asset to wealth management
And shes easy on the eye
Thank you
Lisa Bowen on Google
Where to start ...
From the 1st phone call to completion-Lisa was amazing
Held our hand and kept us upright all through the process of up/down rates , to finalising everything..
Lisa ...thank you..you are wonderful
Credit to the company x
Martin Washbrook on Google
First class friendly service with excellent advice. Totally trustworthy. Highly recommended .
stella mukundane on Google
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
Claire Jones on Google
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!