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
Feb 1st, 2023

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.
Jan 25th, 2023

Wetheralls 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.
Jan 9th, 2023

My wife and I recently became clients at Wetherall's. I'd previously encountered them through a previous employer and found the focused personal approach ideal for us. The onboarding process was focused around our needs and we really felt the team were listening to what we wanted to achieve. As a result we feel in safe hands with the Wetherall's team and much more confident on our financial future.
Jun 14th, 2022

Wetheralls have given us so much confidence over our finances. They take a real interest in you and your familys 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 its easy to understand. James, Kate and the rest of the team are Incredibly friendly, youll feel like youve known them for years straight away. There are so many things we wouldnt have even considered before instructing Wetheralls 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 Wetheralls, well be eternally grateful! Keep up the good work.
Dec 3rd, 2022