March 2024 by Stephen Phillips
James, Kate, Delphine, and the entire team at Wetherall's have been exceptional. They have assisted my wife and me in focusing our energy on our future by providing clear insights into our current financial standing and outlining what our future could look like with certain adjustments and tweaks.Navigating through our complex financial situations was made easier with their guidance, even when we threw them a curveball by considering working abroad. Their recommended investment strategy has proven to be successful as well.What sets Wetheralls apart is their ability to strike a balance between safeguarding our financial future and acknowledging that enjoying life and having fun now is equally important. Their advice perfectly aligns with our needs and goals.I wholeheartedly recommend James and the team at Wetherall's to anyone seeking to map out their financial future and obtain a clear roadmap. I've already recommended them to others and will continue to do so without hesitation.
January 2024 by Andy Ambler
Consistently solid financial advice and proven results over a number of years . Always friendly and available, our investments are in very safe hands .
August 2023 by TH ME
We have been working with Wetheralls for three years now and been very pleased by their sound and friendly financial advice. They have helped us work out realistic savings goals that mean we can enjoy our lives today, but also feel confident we have a secure financial future. James and the team are a pleasure to work with and we would recommend them to others.
July 2023 by David Gomm
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.
June 2023 by Chris Grundy
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!
February 2023 by Michael Landes
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.
February 2023 by Paul Winterbottom
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
February 2023 by Irving
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.
January 2023 by Becki Ford
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.
November 2022 by Alison Gibbs
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.
November 2022 by Paul Ford
I?ve been a little reticent to take the plunge into financial planning as I always thought I could do a good enough job for myself and my family. I have to say I have had my eyes completely opened to the benefits of this service, working with such an incredible team at Wetherall?s is really what has made the difference. The commitment and quality of care Wetheralls provides to take the time to understand exactly how you want to live your life goes above and beyond what I was expecting. And the flexibility and tools they offer to allow you to adapt to changing circumstances have ensured that my family never has to worry about finances ever again. This has had such a profound impact on us and Ash has been phenomenal, going above and beyond to support us throughout. James? team genuinely care about the great work they do and the impact it will have on you and your family. I could not recommend them enough and just wish I?d taken the opportunity sooner. I hope you do the same, you really won?t regret it.
November 2022 by Leanne Williams
James, Lettie and the team have delivered everything we could have expected and more, so far, on our financial planning journey. They've provided excellent advice with patience, diligence and skill and we feel confident our finances are in capable hands to help us to achieve our financial goals. We can highly recommend them.
November 2022 by Matthew Cawson
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.
November 2021 by Chris Knight
I've known James for a long time, think I was one of his first clients when he started Wetheralls! We always have a great experience in dealing with James and his team and they are great at listening and providing advice for the financial needs for all the family. We always get a prompt reply from our queries and have been grateful for their financial expertise over the years! It's no surprise that Wetherall's has gone from strength to strength!
November 2021 by Katie Yates
Having worked with James previously we took the opportunity to move the Company pension scheme to Wetherall's just over a year ago. James and the team provide clear and constructive advice to our employees and have much improved the administrative processes. This has led to much more engagement in financial planning and pensions by our employees. We see Wetherall's as part of our team and we should have made the move much sooner.
