0330 038 8942
Based in Bromsgrove
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2016
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 April 2025
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Nicola has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nicola has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nicola has not yet added their fees to their profile
Fees not yet added
Nicola has not yet added their fees to their profile
21
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 21 first impressions)
95% of users who are not yet clients had a positive first experience with Nicola
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 21 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 April 2025
Nicola and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Nicola has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nicola has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Nicola has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nicola has not yet added their fees to their profile
Fees not yet added
Nicola has not yet added their fees to their profile
21
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 21 first impressions)
95% of users who are not yet clients had a positive first experience with Nicola
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Nicola (based on 21 first impressions)
Nicola is a Chartered financial Planner and holds an Advanced Diploma in Financial Services (APFS) and certified Mortgage and Protection 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 spending time with her 2 young children Arthur and William, baking and taking her dog Missy for long walks through the local countryside.
Offers available through VouchedFor
Contact Nicola through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Nicola's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Whateley Wealth Management Ltd is registered in England & Wales no. 09125961. Registered Office at 3 Parsonage Drive, Cofton Hackett, Birmingham, B45 8AS. Whateley Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, Registration 715678. (https://register.fca.org.uk) The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. 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.