Wetherall's - Manchester

Wetherall's: Un proveedor de servicios financieros de confianza

Ubicado en 70 Spring Gardens, Manchester M2 2BQ, Reino Unido, Wetherall's es una empresa de asesoramiento financiero que ha demostrado ser una fuente de confianza para sus clientes durante años.

Especialidades

Wetherall's se especializa en Financial planner y ofrece una variedad de servicios para ayudar a sus clientes a alcanzar sus objetivos financieros.

Otras características

Entre las características de Wetherall's se encuentran Online appointments, On-site services, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required y Appointments recommended.

Información de contacto

Para obtener más información o programar una cita, puede llamar a 1618237390 o visitar su sitio web en wetheralls.co.uk.

Opiniones

Wetherall's ha recibido 41 review en Google My Business y ha recibido una media de opinión de 5/5.

Características destacadas

• Profesionales y eficientes
• Al servicio de los clientes
• Consejos basados en la necesidad del cliente
• Experiencia de 15 años
• En un mercado con historias de mala práctica

Wetherall's ha demostrado ser una empresa de confianza en el mundo de los servicios financieros. Su dedicación a los clientes y su compromiso con la profesionalidad los convierten en una opción ideal para aquellos que buscan asesoramiento financiero de alta calidad.

👍 Reviews of Wetherall's

Toby W.

5/5

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.

5/5

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.

5/5

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!

Sharon A.

5/5

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.

Suzanne H.

5/5

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.

ANDREW E.

5/5

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.

Chris G.

5/5

My wife and I recently become clients of James, and we’ve both been delighted with the care, diligence and friendliness that he and his team, Kate and Delphine, have shown us. Prior to Wetherall’s we had received financial advice for many years from our trusted financial adviser, but circumstances dictated that we had to seek advice elsewhere, and following a recommendation of friends we turned to James. We couldn’t be more pleased with the result. Following a detailed process to understand our family circumstances, needs and aspirations, James then worked with us to create a financial plan tailored to our requirements. While we are only at the outset of our journey with Wetherall’s, the thoughtfulness and professionalism, practical recommendations, and caring approach from the team have left us feeling far more confident about the future than we could have hoped. Thank you James, Kate and Delphine for such a warm welcome to the Wetherall’s family!

TH M.

5/5

We have been working with Wetheralls for three years now and been very pleased by their sound and friendly financial advice. They have helped us work out realistic savings goals that mean we can enjoy our lives today, but also feel confident we have a secure financial future. James and the team are a pleasure to work with and we would recommend them to others.