Gurveer Atwal
Whateley Wealth Management Ltd
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £250,000
0330 038 8939
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: July, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gurveer is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gurveer's status
Last checked: 23 April 2025
Gurveer is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gurveer's status
12
Recent Client Reviews
Gurveer has received 12 client reviews in the past 12 months; 92% of these have been verified
Verified reviews: 92%
Gurveer has received 12 client reviews in the past 12 months; 92% 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: 03 March 2025
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.
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Gurveer has not yet added their qualifications to their profile
Transparent Fees
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Gurveer has not yet added their fees to their profile
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gurveer (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Gurveer
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gurveer (based on 12 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gurveer is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gurveer's status
Last checked: 23 April 2025
Gurveer is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gurveer's status
12
Recent Client Reviews
Gurveer has received 12 client reviews in the past 12 months; 92% of these have been verified
Verified reviews: 92%
Gurveer has received 12 client reviews in the past 12 months; 92% 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: 03 March 2025
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.
Qualifications Uploaded
Gurveer has not yet added their qualifications to their profile
Qualifications not yet added
Gurveer has not yet added their qualifications to their profile
Transparent Fees
Gurveer has not yet added their fees to their profile
Fees not yet added
Gurveer has not yet added their fees to their profile
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gurveer (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Gurveer
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gurveer (based on 12 first impressions)
We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future. Everyone deserves financial security and the peace of mind that brings, which is why we navigate you through the complex financial landscape to help you to understand and achieve your lifetime goals. Your journey to a secure financial future is deeply personal - it needs to be unbiased, bespoke and balanced to your exact needs - and we'll be here for generations, helping as your needs change and continually developing how we serve you - going the extra mile.
Offers available through VouchedFor
Contact Gurveer 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 Gurveer's clients
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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.