Wetherall's

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.

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

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.

My wife and i recently become clients of james, and we’ve both been delighted with the care, diligence and friendliness that he and his team, kate and delphine, have shown us. prior to wetherall’s we had received financial advice for many years from our trusted financial adviser, but circumstances dictated that we had to seek advice elsewhere, and following a recommendation of friends we turned to james. we couldn’t be more pleased with the result. following a detailed process to understand our family circumstances, needs and aspirations, james then worked with us to create a financial plan tailored to our requirements. while we are only at the outset of our journey with wetherall’s, the thoughtfulness and professionalism, practical recommendations, and caring approach from the team have left us feeling far more confident about the future than we could have hoped. thank you james, kate and delphine for such a warm welcome to the wetherall’s family!

I'm in my mid 50's and have been working with james and his team over the last 18 mths to help knock everything in shape in terms of investments, pension etc. the support i've received from the team has been excellent, options are always thoroughly considered and a recommended course of action explained in a way that i can understand. james always takes time to listen, consider my personal circumstances and needs, then offers advice in a way that relates closely back to those requirements. i'd have no hesitation in recommending wetherall's.