Whateley Wealth Management Ltd - Birmingham

Whateley Wealth Management Ltd: Un proveedor de servicios financieros confiable en el corazón de Birmingham

Whateley Wealth Management Ltd, con sede en 3 Parsonage Dr, Cofton Hackett, Rubery, Birmingham B45 8AS, Reino Unido, es una empresa que ofrece una variedad de servicios financieros de alta calidad a sus clientes. La compañía cuenta con un equipo de expertos experimentados en asesoramiento financiero, brokeraje de finanzas y consultoría financiera.

Características y servicios

Whateley Wealth Management Ltd se caracteriza por su compromiso con la atención al cliente y la comunicación abierta. Los clientes pueden programar apuntamientos en línea y aprovechar servicios en el lugar para satisfacer sus necesidades financieras. La empresa también cuenta con garaje de coches accesible y entrada y baño accesibles para sillas de ruedas, lo que la hace accesible para todos.

Ubicación y accesibilidad

La ubicación de Whateley Wealth Management Ltd en Cofton Hackett, Rubery, Birmingham B45 8AS la convierte en una opción conveniente para aquellos que buscan servicios financieros en el corazón de Birmingham. La empresa está bien conectada con el resto de la ciudad, lo que facilita la llegada de sus clientes.

Recomendaciones y opiniones

Basándonos en las opiniones de los clientes, se puede concluir que Whateley Wealth Management Ltd es una empresa confiable y profesional. Los clientes han destacado la dedicación y la comunicación efectiva de su equipo, lo que los ha llevado a recomendación a los clientes futuros.

Conclusión y recomendación

Si estás buscando un proveedor de servicios financieros confiable y profesional, Whateley Wealth Management Ltd es una excelente opción. Con su equipo de expertos y variedad de servicios, la empresa es ideal para aquellos que buscan asesoramiento financiero, brokeraje de finanzas y consultoría financiera. Para obtener más información y programar una cita, visita su página web whateleywm.co.uk y contacta con ellos a través del teléfono 1212858528. No dudes en contactarlos para obtener asesoramiento financiero personalizado y encontrar la solución adecuada para tus necesidades.

👍 Reviews of Whateley Wealth Management Ltd

Tony W.

5/5

My dealing with Whateley Wealth Management Ltd were through Gurveer, I find Gurveer's approach and commitment to communication and Customer focussed information to be second-to-none. He really impressed me with how diligent he was with the whole process. I would recommend Gurveer and
Whateley Wealth Management Ltd to anyone going forward.

Kim W.

5/5

I've had very sound advise from Whateley Wealth Management.
I have no experience with investments and have had the best service from them.
Always there to advise and regular updates.. They also put my nephews inheritance in trust until he's 21 and this is soing very well
All in all I'm very happy with this company and would highly recommend them

Micheal F.

5/5

Been using whateley wealth for years about my pension I’ve been really happy all staff been good especially Nicola who I’ve dealt with all the time now coming up to retirement she’s made all the worry go away and made it easier to retire thanks for all the help you gave me

Ellie M.

5/5

As first time buyers, going to see a mortgage advisor can be very nervous! But Daisy put us at ease , answered our million questions and even though we have had trouble buying a house, she has helped us and been right at the end of an email or phone call with whatever questions and worries I have. I honestly cannot recommend her enough, her and the team are brilliant and will always go back and use her when we need.

Ingrid B.

5/5

Used Whateley wealth again this year as they helped us out of a bad situation 2 years ago. Lisa G was assigned to our case and has been amazing! Such a lovely, dedicated person! No question was too stupid and Lisa alway went out of her way to help us out. We smoothly and painlessly transitioned into another mortgage which was such a relief to us! I recommend this company to everyone that talks about mortgages to us! Thanks once more Lisa! X

John L.

5/5

I have been very impressed with the professional and personal care that was given to me by all staff at whateley wealth management. My pension was arranged by a very friendly and welcoming gentleman named Gurveer, he took the time to listen to what I wanted and proceeded to arrange things very quickly and professionally. I would recommend that anyone in need of any financial advice or assistance contact them.
Thank you everyone at whateley Wealth management

paul R.

5/5

Been using Whateley wealth management for a good few years now and been very happy with there service very professional and explanatory very helpful thanks

Hjob

5/5

Nasreen has given me excellent advice on the best way to get the most out of my pension.