James Wetherall

Managing Director and Financial Planner @Wetherall\'s Financial Planning

Manchester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2014 — Present

Managing Director and Financial Planner @Wetherall\'s Financial Planning

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Manchester, GB

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.

EDUCATION

2009 — 2012

CII

Diploma in Financial Planning, Financial Planning and Services

2006 — 2008

CII

Certificate in Financial Planning, Financial Planning and Services

2002 — 2005

The University of Manchester

Bachelor’s Degree, Ancient History

SKILLS

Financial AdvisoryEstate PlanningFinanceProtectionPension FundsInvestmentsTax PlanningPortfolio ManagementFinancial ServicesTrustsHigh Net Worth IndividualsWealth ManagementNegotiationInheritance Tax PlanningWealthFinancial PlanningRetirement PlanningEmployee BenefitsPensionsIncome ProtectionRetirementStrategic Financial PlanningMentoring

ABOUT JAMES WETHERALL

Financial Planner, Wealth Manager, Owner-Manager of Wetherall\'s Financial Planning and…

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James Wetherall — Managing Director and Financial Planner at Wetherall\'s Financial Planning in Manchester, GB | Unifers