Wetherall's - Manchester

Toby W.

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.

Pam G.

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!

Lynda D.

We heartily recommend Wetherall’s. James, Kate, and Delphine have provided an outstanding level of support and sound financial advice. They have spent time getting to know us as individuals, to ensure that the advice they have given is fully tailored to our personal situation. We feel that our retirement plans are now fully on track and in safe hands!

ANDREW E.

James has been looking after our financial affairs for nearly 20 years and has consistently provided a high quality, personal service that has evolved over time to support our changing circumstances and maximise the value of our assets, pensions and investments. Importantly he and his team are always available for ad-hoc calls and discussions and what's more they are all nice people to deal with.

Suzanne H.

James Wetherall of Wetheralls has looked after three generations of our family’s investments beginning with my late mother’s and now my own and my son’s and we cannot recommend him and his excellent team, Delphine and Kate more highly.
James makes sure that he understands us as individuals, as a family and our evolving needs and aspirations to agree and implement the right investment strategy for us. The level of trust and confidence he has engendered from over a decade of working with us is invaluable but the performance achieved is also very pleasing indeed and successfully underpins our futures. Wetherall’s take a really personal, bespoke approach to their clients and they are also really lovely people to work with. Nothing is too much trouble.

Sharon A.

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.

Michael L.

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.

10/12/24:
Just updating what I wrote last year and saying the 5 star rating I gave then has continued over the past year. In fact it has been at that level for the many years we have dealt with James and his excellent team!

Stephen P.

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.