WHATELEY WEALTH MANAGEMENT

• 64999 - Financial intermediation not elsewhere classified

At Whateley Wealth Management we firmly believe that everyone deserves a secure financial future, our mission is to make the complex simple, giving you peace of mind. We regard our staff and clients as family, and everyone is treated with integrity and respect... * appointments at your home, our offices, telephone or online (Zoom/Skype) - state your preference in the notes box on the 'Your Details' section of the booking page... A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

Also known as: WHATELEY WEALTH MANAGEMENT LIMITED, Whateley Wealth Management Ltd

Registration numbers: 09125961 (CH)

Primary location: Birmingham United Kingdom