WHATELEY WEALTH MANAGEMENT - Key Persons
Job Titles:
- 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.
Job Titles:
- 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.
Job Titles:
- Mortgage & Protection Administrator
Jack is the son of Daisy and nephew of Nicola. He completed his GCSEs in summer 2019 and has recently completed a course in Business Administration.
Jack works as part of the Mortgage team supporting clients. Outside work Jack trains and competes in Thai Boxing.
Job Titles:
- 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'.
Qualifications: BA (Hons) Politics and International Relations, and Mental Health First Aid (MHFA England).
Kelly joined Whateley in July 2023 with 7 years' experience within Financial Services. She started her career as an Administration Assistant and within 4 years had worked up to Team Leader, managing a team of Administrators.
She intends to continue with the Diploma in Regulated Financial Planning (having already passed the exams for Regulation and Ethics, and Protection) and also start a management qualification in due course.
Kelly is passionate about developing and mentoring teams, improving processes and supporting mental health and wellbeing within the workplace.
Outside of the office, Kelly likes to cook, travel, and see musicals whenever possible. She lives with her boyfriend and cat, Poppy.
Job Titles:
- Mortgage & Protection Adviser
Qualifications: Retail and Leadership level 4 apprenticeship - gaining distinction honours. Cert CII(MP),
Qualifications: DipPFS, Cert CII(MP), BSC (Hons)
Michelle has worked in Financial Services since leaving University in 2013. She has recently rejoined Whateley Wealth management after gaining invaluable industry experience in Paraplanning.
During that time, she also completed her Level 4 Diploma in Regulated Financial Planning to join her existing BSc (Hons) degree in Forensic Science (showing there are transferable skills in any degree obtained) and Certificate in Mortgage Advice. Michelle intends to complete her chartered exams over the next couple of years and work towards the Advanced Diploma and Investment Specialist Qualifications.
Michelle is a maths nerd and loves calculations and cashflow, she also gets excited about client's Pensions. She loves helping advisers with their investment solution needs and her biggest motivator is the impact the end result can have for the client and their financial circumstances.
In her spare time Michelle's biggest passion is travelling and taking holidays. She is also an enthusiastic netball player with all the injuries to show for it.
Job Titles:
- Independent Financial Adviser
Qualifications: Dipfa MIFS; CEFA 1,2 and 3; CeMAP; Long term care
Job Titles:
- 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.
Job Titles:
- 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.