Wetherall's

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Reviews

1. Scott Helme ★★★★★

   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.

   almost 2 months ago
2. Julie Hamilton ★★★★★

   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

   almost 4 months ago
3. Pam Grundy ★★★★★

   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!

   1 year ago

1. Toby Williamson ★★★★★

   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.

   1 year ago
2. Sharon Adams ★★★★★

   We can thoroughly recommend Wetherall’s as independent financial advisers. We have worked with James, Katie and Delphine for many years and their genuine commitment and empathetic approach has given us total confidence in their abilities. James is an outstanding financial adviser. He has always had a clear focus on what our hopes and aims are for a financially secure retirement and he has worked with us constantly to secure that future.

   1 year ago
3. 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

   almost 3 years ago

1. 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.

   almost 3 years ago
2. 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.

   almost 3 years ago
3. 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.

   almost 3 years ago

1. 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.

   almost 4 years ago

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