Review Time
I am very satisfied with my experience with Wetherall's and would thoroughly recommend them for financial planning. James has a very professional yet friendly manner with a calm and considered approach. He certainly knows his stuff, and I fully trust him, and Wetherall's to take care of my finances.
James Wetherall has been my Financial Advisor for many years. During that time I have found him and his carefully assembled team to be diligent and astute in their work on my behalf. Their hard work and in depth knowledge has been of great value to me on several occasions during some complicated and lengthy transactions. I am always impressed by James’s readiness to help and his whole team’s willingness to be of assistance during the many transactions on which they have advised me.
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.
We had no planned investments apart from work pensions and needed to take some professional advice. I didn't want to go to a large impersonal company and my son recommended Wetherall's to us.James and his team have been extremely helpful and we now have all our investments in more sensible places and we know where everything is and have a good understanding of our future.We also recommended that mum used them and she has been very pleased with the advice given.
James and his team are excellent advisers at all times. I have known James since before he set up this business and he has always been a sharp, well informed and focused adviser. He takes the time to get to know you and discover your objectives.
We can highly recommend James Wetherall and his team for professional, knowledgeable, friendly and successful financial advice. James has looked after our finances for over 8 years and has become a trusted and valued friend who understands our lives and our ambitions; he has given us very good advice and achieved excellent results with our investments.
It is now over a decade I have been James' client and ever since I feel the full understanding and continuous support by him and his team, which fills me with the highest level of financial security and confidence. Their service Wetherall’s provide is much more than a professional: the way how they guided me through the challenging times and difficult choices, the charm and the humane touch by which they built and managed my very personalized goals with me, truly deserve full credit and admiration. The innovative approach, the implementation of the latest technological tools coupled with the highest moral standards and work ethics created a unique service of utmost overall quality in its own league I've never experienced anywhere and before. I feel lucky, honoured and privileged to be a client of James and his ever expanding team. Thank you Wetherall's!
Claim your business profile now and gain access to all features and respond to customer reviews.
Wetherall’s Ltd is a financial planning and wealth management practice based in Manchester, serving clients in the North West of England and London.
newsilver.com
benenden.co.uk
fundnextcapital.com
prosperity-wealth.co.uk
imabristol.co.uk
farber.ca
insureship.com
kroll.com
blakerickels.com
consolifiusa.com