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
Listed skills include Investments, Pensions, Financial Planning, Inheritance Tax Planning, and 19 others.