My mother and I have been clients of James for many years from before he founded Wetheralls where he is now building a great team driven by his personal ethos and ethics.He has secured our trust, confidence, respect and friendship through his caring, committed, diligent and professional service. James has taken the time to listen and understand us as individuals and as a family unit, including our history; in order to ensure that our inheritance tax planning and investment strategy meets our evolving needs and aspirations. To date he has been highly successful in delivering on our objectives. James excels in his human touch and demonstrates personal and professional integrity alongside skill and expertise in his field. I would recommend Wetheralls with total confidence.
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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.