Whateley Wealth Management Ltd

I’ve recently been working with Whateley Wealth Management regarding access to my Prudential and Scottish Widows fund information. Ellie-Jade and Gurveer have been incredibly helpful throughout the process. I received my login details promptly and was able to access the relevant portals in the end without issue. Although the Whateley portal is currently undergoing updates and doesn’t reflect real-time data, I appreciated the clear communication and guidance to use the official fund platforms in the meantime. Their responsiveness and professionalism made the whole experience smooth and reassuring. Highly recommend their services for anyone looking for reliable financial support and advice. — Mark Valentine

Very happy with the service. This was my first appointment with Gurveer to discuss my pensions. I found him to be very polite, professional and easy to discuss personal details with. He fully explained everything I needed to know and was checking in with me to make sure I fully understood as we went along as I really was unsure what I had and what my options are. I would definitely recommend.

I came to whateley wealth management and met Nasreen for pension advice. From the moment I net her, I felt really comfortable and every question I asked, she listened attentively and I felt completely at ease and confident in her knowledge and honest advice. She is an asset to Whateley and I would advise anyone needing advice to go and see her. You wont be disappointed!!!

We had a meeting with Daisy today who was very friendly and helped us resolve our concerns regarding a private pension, we had a lot of questions and she took time to answer each one. Such a very pleasant lady.

Was put in touch with Gurveer who explained the transfer and investing of my pensions step by step. Excellent communication throughout. Very satisfied

Gurveer is very knowledgeable and very professional. He always asks me if I have any questions or if there is anything I don't understand and explains everything in an easy to understand manner.

Nasreen has given me excellent advice on the best way to get the most out of my pension investments . Meeting Nasreen for the first time she immediately put me at my ease, patiently explained in detail my options. I feel confident that my investments are now being well managed. I can absolutely recommend Nasreen and Whateley Wealth Management.