About Us

Here at Wheatley Financial Services we pride ourselves in offering a Free, Confidential Financial Review Service to suit you the customer at your home. We have access to a comprehensive range of products including Life and Income Protection, Mortgage Advice, Group & Personal Pensions & Annuities, Investments including ISA's, General and Commercial Insurance. We also offer Debt Advice which can include Debt Management and IVA’s. Wheatley Financial Services work on a fee or commission basis, the way we opperate & receive our remuneration will be discussed at our first meeting. You will be informed of any charges to you before you commit to receiving and accepting our advice.

 

 

 

 

 

 

 

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

We do not normally charge a fee for mortgage advice, however this will be dependent on your circumstances. If a fee is charged our typical fee is £199.

Some of the services/ products shown are not or may not be regulated by the Financial Services Authority