Review Time
I've been working with James for a few years. I was getting into my mid 50's and needed to plan for how/when the next stage of life would and could occur. James has helped me optimise my savings in a way that has brough that jumping off point a good few years closer and with it the confidence that my money is optimally invested. As my kids have grown up and started to save for homes and I've also become POA for an elderly parent he's given me some great advice there too. He is always happy to help. James is someone I feel I can trust and his advice has brought clarity and peace of mind. I'd recommend him to anyone.
I've been working with James for a few years. I was getting into my mid 50's and needed to plan for how/when the next stage of life would and could occur. James has helped me optimise my savings in a way that has brough that jumping off point a good few years closer and with it the confidence that my money is optimally invested. As my kids have grown up and started to save for homes and I've also become POA for an elderly parent he's given me some great advice there too. He is always happy to help. James is someone I feel I can trust and his advice has brought clarity and peace of mind. I'd recommend him to anyone.
We contacted Wetherall’s in 2018 and from the minute we attended the first consultation they have been courteous, accommodating & very professional, which cannot always be said of financial services companies. Wetherall’s listen to the client’s requirement, in our case it was financial planning for retirement and after extensive discussions and investment data presentations, we arrived at an investment plan that I fully understood & suited our needs going forward into retirement.I particularly like the formal review process they have in place where client circumstance changes, investment performance & current strategy is reviewed on a regular basis.The whole experience with Wetherall’s has been interesting, informative & pleasurable and I look forward to a well manage retirement.Thanks to James and the team at Wetherall's Chris Brierley
We have dealt with Wetherall's for a number of years . James has advised two generations of the family on investments , pensions and estate planning. We have always found James and all his team to be friendly, approachable and very professional. They have dealt with our affairs with sensitivity and diligence.
We have been clients of James for many years and had no hesitation in transferring our investments to Wetheralls when he founded his business. He is professional, well informed and perceptive.As we moved into retirement, James' knowledge and expertise was invaluable as it was not a straightforward transition. He has spent time getting to know and understand our objectives for this new phase in our lives and we are always very comfortable with the advice we receive. We feel fortunate to have James as our adviser.
We have only recently moved across to Wetheralls, following a torrid time with St. James Place.Wetheralls are everything that St James Place is not.They are thoroughly professional and all of the staff are courteous and obliging. Nothing was to much trouble and they are consolidating all of our investments into a much easier portfolio, which they have demonstrated will be more advantageous to ourselves, now that we have reached our "prime".They keep us informed of every milestone that they have achieved, which when having to deal with St James Place, is no mean achievement.Would I recommend Wetheralls to friends and colleagues, in a heartbeat.
I have dealt with James and his great team since they set up, and they have always been extremely professional, and extremely thorough. They have given us and our finances a plan forward for our retirement, which gives us control. I can’t praise the team highly enough.
James has been my financial advisor for the past 10 years and I was one of his original clients when he launched Wetherall's five years ago.Originally I held a somewhat complex portfolio of investments and pensions. Wetherall's has since rationalised and simplified these whilst also improving the performance of my holdings.It is often said we buy people not products. Over my time with James and his well-chosen staff I have developed, and benefitted from, an excellent relationship based on advice which has proved to be sound and a company which delivers what it promises.From my own experience I would have no reservations in recommending Wetheall's to others.
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Wetherall’s Ltd is a financial planning and wealth management practice based in Manchester, serving clients in the North West of England and London.
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