0330 038 8938
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: January, 2018
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Daisy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daisy's status
Last checked: 20 April 2025
Daisy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daisy's status
16
Recent Client Reviews
Daisy has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daisy has received 16 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: 02 December 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.
5
Qualifications Uploaded
Daisy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Daisy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daisy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daisy has provided information on their typical fees
Daisy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Daisy (based on 23 first impressions)
96% of users who are not yet clients had a positive first experience with Daisy
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Daisy (based on 23 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Daisy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daisy's status
Last checked: 20 April 2025
Daisy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daisy's status
16
Recent Client Reviews
Daisy has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daisy has received 16 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: 02 December 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.
5
Qualifications Uploaded
Daisy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Daisy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daisy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daisy has provided information on their typical fees
Daisy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
23
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Daisy (based on 23 first impressions)
96% of users who are not yet clients had a positive first experience with Daisy
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Daisy (based on 23 first impressions)
I pride myself in offering my clients tailored pension and investment advice for their own individual needs and circumstances. I offer my clients both the support and advice throughout their journey whilst striving to deliver an excellent customer experience each and every time. I like to keep my knowledge and understanding of the financial industry up to date by regular studying for further advanced qualifications. I have recently completed my Chartered Status.
Offers available through VouchedFor
Contact Daisy 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 Daisy'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.