WHATELEY WEALTH MANAGEMENT - Key Persons
- IFA and Mortgage & Protection Adviser
Qualifications: Diploma in Financial Services, CF6 Mortgage qualification together with an Advanced Mortgage and Protection qualification. Daisy is also qualified to advise on Auto Enrolment Pensions.
Daisy joined Whateley Wealth Management in February 2016, after working in Pharmacy for 12 years. Her first role was as a Mortgage and Protection Administrator. Daisy has always enjoyed learning new skills and studying, although being part way through a Law degree (successfully completing this in 2018) she very quickly decided to start the study needed to become a qualified Mortgage and Protection Adviser - which was achieved in January 2017.
Whilst Daisy is now qualified as an Independent Financial Adviser - enabling her to advise on Pensions and Investments she also remains passionate about helping people to find the right Mortgage and Protection, she loves the fact that everyone's circumstances, needs and goals are different - so no two cases are the same and enabling people to achieve their goals, be it their first home, forever home, holiday home, funding for home improvements or to reduce outgoings she strives to realise these goals on their behalf.
Outside work Daisy enjoys an active family life, having a sporty daughter as well as Jack who works part time for the firm. She enjoys Holidays, Weekends away and social nights out.
Qualifications: Prince 2 Project Management, BSc (Hons) in Maths & Computing
Elaine joined Whateley Wealth Management in November 2017, initially working with Tony as an Administrator. In June 2018 she moved into a general business support role, making use of the skills acquired working, over the course of 20 years, for global organisations in Business Process design and modelling; sourcing and implementing major, complex, IT systems as well as identifying training needs, developing training materials and delivering training courses.
Ellie joined us as an Office Junior in February 2022. Her previous work experience included working for a Garden & Landscaping company working on their Social Media presence. Prior to that she worked in retail.
She has embarked on a college course, Business Administration level 3 and is hoping that this will be useful in helping her to achieve her longer term goals.
Ellie's mid-term goal is to become an Administrator and eventually an Adviser - at the moment she isn't sure which path she will follow - Mortgage & Protection or Pensions & Investments.
Her hobbies include going for walks with her dog, playing with her rabbits and going shopping.
- Independent Financial Adviser
Gurveer joins Whateley Wealth Management with 15 years of experience in Financial Services, with experience in Investment Banking and property investment.
He specialises in Pensions and Investments as well as Mortgages and Protection. He particularly likes to take a holistic approach - proposing strategies to achieve short and long terms objectives, furthermore Gurveer also has experience in estate planning.
He gained a BSC (Hons) in economics at the University of Birmingham, followed by a Level 4 Diploma in Regulated Financial Planning. His aspiration it becoming a Chartered Financial Planner
Outside work Gurveer likes taking holidays travelling the world with his wife and two sons. He is also an avid gym user.
- Independent Financial Adviser
Qualifications: CeMap; CeFA; DipFA
Hena has been in the financial services industry for over 10 years, with experience in both adviser and leadership roles. She began her career as a Mortgage Underwriter for BoI and RBS, as well as time spent with Personal Touch as a Compliance Officer. Hena originally joined Whateley Wealth Management in January 2020 as a Mortgage Adviser.
We are delighted that Hena decided to re-join the business in August 2021, quickly becoming an indispensable part of the team and says, "I chose to continue my career at Whateley Wealth as I really enjoy the family feel and how close everyone is, genuinely caring about the end client whilst providing exceptional advice".
Hena's in-depth knowledge of the financial industry, providers and markets enables her to bring the most complex financial matters to life in a way that is easy to understand, creating tailored solutions that perfectly suit the varying aims and needs of our clients.
During her time away she made the decision that she would like to retrain as an Independent Financial Adviser. Hena would like to help people truly understand their wealth and use it to maximise their enjoyment and lifestyle.
In the past she has also explored the retail world, having set up her own High Street Jewellers. This range of experience across Financial Services, customer service and retail lends itself very well for the role she has taken on as part of the Whateley family.
Hena is a real family/people person who loves to support people to achieve their goals and aspirations and firmly believes that ‘it's all about living the life you want and having the freedom to do so'.
Qualifications: Jack has a level 3 extended diploma in Business studies and has recently embarked on the first steps of the studying to ultimately achieve his ambition to become an Independent Financial Adviser.
Jack has worked in Financial Services since the age of 19, with the exception for a period of time he spent in Sydney Australia - before re-connecting to his career path.
He is an avid Rugby fan, playing for Stourbridge Rugby club, we hold our breath every Monday to see if he has injuries from the weekend - in the middle of the scrum. He also has 2 dogs, Barney and Charlie and enjoys long walks with them. Jack is not entirely certain that he as beaten the sense of wanderlust -we sincerely hope he has!
- Mortgage & Protection Administrator
Jack is the son of Daisy and nephew of Nicola. He completed his GCSEs in summer 2019 and is attending a local college for further education one day a week studying Business Administration.
Jack works as part of the Mortgage team supporting clients. Outside work Jack trains and competes in Thai Boxing.
Jennifer Holloway, IFA Administrator Tel. 0121 285 8528 Email. email@example.com Qualifications: Level 3 in Business & Administration NVQ Jenny has had a varied career path, from retail, licensing, compliance, Administration and Marketing. Her skills across such a varied career have given her a key eye for detail and strong customer service skills. She is interested in further learning and qualifications. Jenny chose Whateley Wealth Management as she was looking for somewhere to grow and develop a strong career. Outside work Jenny loves hiking and mountain climbing, painting and she loves spending quality time with family and has recent moved in with her partner of 10 years. She loves to travel and has an extensive bucket list of places to go, from European cities to the Australian beaches.
- Independent Financial Adviser
Qualifications: Diploma in Financial Planning (DIPFA), Advanced Mortgage & Protection qualifications.
John joined Whateley Wealth Management in 2016, he began his career in Financial Services at the age of 25, so he brought with him 30 years of experience. He offers a full holistic approach to financial services specialising in Savings, Pensions and Investments. John has a wide range of clients, many of whom he has been supporting in their Financial Planning journey for more years than either would care to count. As with all trusted Advisers, most of John's new clients come from the extended family, including younger generations, of existing clients.
John is a ‘super fan' of bands and still enjoys going to gigs. He enjoys progressive rock and classic rock. He also enjoys walking his Jack Russell, Jack. John is a keen golfer (more watching than playing these days!) and has also spent many years as an avid fan of Formula 1 racing and is a keen participant in the annual Whateley Wealth Management F1 ‘league'.
- Mortgage & Protection Adviser
Qualifications: CeMAP and qualified in the sale of general insurances
Lisa joined Whateley Wealth Management in March 2021, bringing with her 24 years of experience as a Mortgage Adviser and 10 years of experience of advising on mortgage protection related products.
With her many years of experience she has gained a vast knowledge of the mortgage and protection market, lenders, products and services.
Lisa has two boys and enjoys spending as much time with them as she can, they all enjoy the great outdoors - camping, fishing as well as swimming - but there's time for culture too, visiting castles - Warwick being the family favourite.
Being family orientated she enjoys weekend movie nights with her boys - when they unashamedly admit to sneaky snacks and junk food.
Lisa also loves to cook for family and friends as well as creating ‘me time' when she can catch up with her favourite tv shows.
Qualifications: Retail and Leadership level 4 apprenticeship - gaining distinction honours
Michael spent 11 years working in retail, progressing to team leader, after 18 months he became a department manager - a role he held for over 3 years.
He thrives in a fast-paced environment and appreciates the intricacies of technology.
Michael is keen to develop and grow a successful team within Whateley and is committed to aiding the development and aspirations of the team to be the best selves that they can be - at the same time developing himself.
He would like to eventually take on further development in order to qualify as an Independent Financial Adviser.
Michael lives with his girlfriend, 2 cats and 2 dogs - a busy household. He is also a big sports fan - an avid Arsenal supporter, endeavouring to get to as many live matches as he can - especially when the team are playing in the local area.
He also enjoys films and watching TV to wind down - but also enjoys being outdoors walking the dogs, socialising, and trying new things.
- Independent Financial Adviser
Qualifications: Dipfa MIFS; CEFA 1,2 and 3; CeMAP; Long term care
- Company Secretary
- Director, Chartered Financial Planner
Nicola holds the title Chartered Financial Planner, having qualifications to Advanced Diploma in Financial Planning (APFS), together with DipFA - enhanced knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning, also AF3 - Pension Planning (CII) - financial planning skills related to personal and corporate pensions. Nicola is also a certified Mortgage and Protections Adviser (CeMap).
Nicola has worked in Financial Services since leaving education. She joined a High street bank and worked her way up to become a branch manager when she was 24. Inspired to expand her knowledge further she embarked on training to be a Financial Adviser in 2009.
After choosing to take redundancy in 2013 Nicola is now enjoying her role as an Independent Financial Adviser. She formed Whateley Wealth Management in 2014 and the firm has grown at an extraordinary rate.
Nicola firmly believes that everyone deserves a secure financial future and has instilled this value in everyone who works at Whateley Wealth Management today.
Nicola is also passionate about developing all the staff she employs, actively encouraging them to determine which area of Financial Services appeals to them the most and funding their study and examination costs.
Outside work Nicola enjoys baking and taking her dogs, Missie and Alfie, for long walks through the local countryside.
Nicola has also recently embarked on an ambitious project to renovate a farm cottage, which will be a work in progress for some time to come.
Qualifications: Working towards the Diploma in Pension Financial Service (DipPFS) having currently completed CEFA 1,2,3 and RO4. Sarah is also a qualified Mortgage Adviser (CEMAP) as well as holding qualifications in Change Management and Project Management (Prince Foundation)
Sarah joined Whateley Wealth Management in September 2019 and has 31 years of experience in Financial Services. She spent 16 years working for HSBC and was their Financial Planning Manager when she left. Following that she spent 3 years living in Spain, working as an Estate Agent and an Independent Financial Adviser. After returning to the UK In 2007 Sarah worked as an Independent Financial Adviser and Paraplanner.
For the last 10 years she has worked as an independent contractor specialising in Compliance. She has worked on projects for many large UK Financial institutions, around PPI, complaints, Checking cases for the suitability of advice across Pensions, Investments, Mortgages and Protection.
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- Financial Services Administrator
Qualifications: Level 3 Diploma in Law; Level 3 CILex
Terri joined Whateley Wealth Management as an IFA Administrator in November 2019 bringing with her 4 years of experience in accounts administration and credit control.
Terri's background lends itself well to the attention to detail that is needed in undertaking her current role.
Although her foray into the world of legal work ultimately didn't maintain her interest she is still committed to progressing in a successful career - which we hope will be with Whateley Wealth Management.
Terri is very much home focussed - preferring quality family time, holidays and weekends with family above nights out on the town.