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.
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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.