James Wetherall

James Wetherall Email and Phone Number

Live for today. Plan for tomorrow. Do what you love. @ Wetherall's
James Wetherall's Location
Manchester, England, United Kingdom, United Kingdom
James Wetherall's Contact Details

James Wetherall personal email

n/a
About James Wetherall

Financial Planner, Wealth Manager, Owner-Manager of Wetherall's Financial Planning and Wetherall's Corporate, Guest-Lecturer and Careers Mentor.Long track record of success, delivering holistic financial planning and wealth management to successful individuals, business owners and families. Helping people plan their financial futures and invest their wealth effectively, to achieve their personal goals and live a great life, free from money worries. Specialist adviser to businesses, helping them establish and maintain first class employee benefits packages, to recruit, reward and retain great people.Experienced investment and wealth manager, having previously sat on the investment committee of a national IFA, now working in partnership with a leading discretionary fund manager.Industry advocate, dedicated to raising the profile of the profession. Committed to developing young people, promoting careers in financial planning and supporting the development and aspirations of young people.Time and money are your two most valuable resources. Invest them wisely...www.wetheralls.co.ukwww.corporate.wetheralls.co.uk

James Wetherall's Current Company Details
Wetherall's

Wetherall'S

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Live for today. Plan for tomorrow. Do what you love.
James Wetherall Work Experience Details
  • Wetherall'S
    Managing Director And Financial Planner
    Wetherall'S Sep 2014 - Present
    Manchester
    I set up Wetherall's to continue doing the work I love, whilst building a business based upon my values.I am passionate about financial planning and enjoy building relationships with my clients, supporting and advising them over the years, to help them realise their ambitions and live a great life.
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  • Ifg Financial Services
    Independent Financial Adviser
    Ifg Financial Services Jul 2008 - Sep 2014
    Manchester
    During my time with IFG I was responsible for advising a large client bank of private individuals and businesses, whilst dealing with the recruitment of advisers for the North West branch. I was also a member of the RDR steering committee and chair of the marketing committee. IFG was a great business to work for and I left only because it was bought out by another company with a different approach and culture. I felt this was a sign that it was time to set up a practice of my own, based on my culture and values. As a result I created Wetherall's.
  • Braemar Group Plc
    Business Development Manager
    Braemar Group Plc Jun 2007 - Jun 2008
  • Assetz
    International Property Consultant
    Assetz Jun 2005 - Jun 2007
  • Various
    Financial Services
    Various Jun 2001 - 2005
    Various

James Wetherall Skills

Investments Pensions Financial Planning Inheritance Tax Planning Financial Advisory Strategic Financial Planning Estate Planning Portfolio Management Wealth Retirement Planning High Net Worth Individuals Income Protection Retirement Trusts Employee Benefits Protection Negotiation Tax Planning Mentoring Wealth Management Financial Services Pension Funds Finance

James Wetherall Education Details

Frequently Asked Questions about James Wetherall

What company does James Wetherall work for?

James Wetherall works for Wetherall's

What is James Wetherall's role at the current company?

James Wetherall's current role is Live for today. Plan for tomorrow. Do what you love..

What is James Wetherall's email address?

James Wetherall's email address is ja****@****g.co.uk

What is James Wetherall's direct phone number?

James Wetherall's direct phone number is +4484529*****

What schools did James Wetherall attend?

James Wetherall attended The University Of Manchester, Cii, Cii, Pembroke.

What are some of James Wetherall's interests?

James Wetherall has interest in Education.

What skills is James Wetherall known for?

James Wetherall has skills like Investments, Pensions, Financial Planning, Inheritance Tax Planning, Financial Advisory, Strategic Financial Planning, Estate Planning, Portfolio Management, Wealth, Retirement Planning, High Net Worth Individuals, Income Protection.

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