Wetherall's

"As someone with a background in financial services and who now coaches the owners of SME businesses to help them achieve their goals, why did I need Wetherall's? Because the value in their service comes from being asked the questions about what you want to have in the future and using their expertise and modelling tools, exploring the options available to get there. Their personalised, professional service isn't simply about investing; its about planning. And what that provides is an element of confidence to do things now ('Live for today') and have confidence in the future ('Plan for tomorrow'). All of the team are a pleasure to work with, and I can't recommend them highly enough"

"We have entrusted Wetheralls since their conception. James Wetherall is a first class adviser and he instills in us and his staff a truly superb professionalism and wisdom. We have no hesitation in highly recommend him."

"Wetherall’s are a fantastic financial planning company who we would highly recommend!! James and his team have been providing excellent pre and post retirement financial planning advice for myself and my wife since 2018. I was initially sceptical about what financial advisors could really do for us, but how wrong I was! They took us through retirement planning with a ‘spot on’ understanding of our requirements. Using some excellent planning tools they demonstrated a clear pathway which is now working extreme well for us. They are a pleasure to deal with and genuinely care for their clients."

"Wetherall’s have given us so much confidence over our finances. They take a real interest in you and your family’s needs, aspirations and concerns before creating a bespoke plan that works for you and can be reviewed at any time. They are on hand to answer any questions and break everything down so it’s easy to understand. James, Kate and the rest of the team are Incredibly friendly, you’ll feel like you’ve known them for years straight away. There are so many things we wouldn’t have even considered before instructing Wetherall’s and now we know that not only are our family going to have a comfortable and secure future but we can also relax and start to enjoy ourselves a little bit. After a lifetime of budgeting every penny of our finances, this is taking a little bit of getting used to! :-) Thank you Wetherall’s, we’ll be eternally grateful! Keep up the good work."

"James and his team have managed the financial planning for 3 generations of my family for several years. They are knowledgeable, and professional but also give a friendly personal service. They tailor plans to meet your needs and goals by asking pertinent questions and then listen carefully to the answers. Plans are regularly revisited to ensure that your goals are still being met.Their focus is very much on you the client not the products they can sell you. When dealing with Wetherall’s it feels as if your financial future is in a safe pair of hands. From my personal and my family’s experience I wouldn’t hesitate to recommend them."