Wetherall's

James has looked after my family finances for more years than either of us care to remember! When he decided to set up his own business, I had no hesitation in following him there. He has always given me sound advice in a language I can understand as a non-financial person and continues to help my investments grow. The Wetheralls team are financial advisors I would definately recommend.

We have been working with Wetheralls for a number of years now and have been impressed by their sound and friendly financial advice. They've helped us plan realistic saving goals, so that we can live for now, whilst not worrying too much about the future and they've helped us re-work our finances following a move and the arrival of children. Thanks to James and his team, we feel confident and secure about our financial future and we look forward to continuing our work with them in the coming years. We would recommend James and his team to others.

James and his team are very trustworthy, friendly and approachable. My husband and I have been clients for several years now. James always takes the time to explain financial matters to me (a non financial person). His help and advice have been invaluable giving me confidence in making financial decisions.

We cannot speak highly enough of Wetherall’s. After initially managing my own investments and then spending time with another firm we were ultimately unhappy with, moving to Wetherall’s has been a transformative experience. James, Kate, and Delphine have consistently delivered exceptional, personalised financial advice, taking the time to truly understand our circumstances, priorities, and long-term aspirations. Thanks to their expertise and ongoing support, we now feel confident that our financial planning and retirement goals are firmly on track. We wholeheartedly recommend this outstanding team to anyone seeking trustworthy, tailored financial guidance.

James has been looking after our investments for more than 15 years and we were fortunate to be one of his first clients when he founded Wetherall's. His knowledge and advice have been invaluable in helping us to plan for our retirement which we are now enjoying thanks to his guidance. We have total confidence that our pensions and investments are achieving their full potential with Wetherall's in the driving seat ( little nod to your love of cars James!) James, Kate and Delphine are a fantastic team, we feel they look after their clients in the same way as they would family members which, along with their expertise is in essence what makes them head and shoulders above other financial services companies. We can't recommend them highly enough. Roy and Julie Sandelands

I’ve never been particularly interested in financial matters, but my husband insisted that I join him to meet with the Wetherall’s team a few years ago when we chose them to help us with our financial planning, and although I hate to admit it, I am pleased to say that for once he was right! James, Kate and Delphine, are wonderful to work with, and make the topic of financial planning a lot more understandable and interesting than I had thought possible. They took the time to get to know us, our family, as well as our financial status and ambitions, and they then set about working closely with us on a plan to get our finances in good order and ready for our future retirement. They have really taken great care of us, and the plan is working well. I highly recommend working with this excellent team!

James and the team are first class advisers. I have been with James for over 15 years and in a market where stories of poor advice, excessive charges and bad practice abound, I can safely say that none of those describe the experience at Wetheralls. The team are highly professional and efficient, always have time for their clients and advise rather than 'sell'. As a result you always feel comfortable that the financial decision you are making are the best ones for you. Would recommend without hesitation.