Wetherall's

Independent Financial Adviser  13th Floor, Manchester, M1 4BT
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FCA authorised
Last authorised 18th January 2021
We advise clients at all stages of their financial journey; so whether you’re planning to retire or you’re just starting out in your career, we’ll help you get your finances in great shape so you can get what you want out of life.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Joshua Underwood
Financial Planner
James Wetherall
Financial Planner & managing Director
About us

We advise clients at all stages of their financial journey; so whether you’re planning to retire or you’re just starting out in your career, we’re here to help.

We’ll start by understanding your current situation:

• What are your financial concerns?
• What are your aspirations?

We’ll ask you the right questions, build a plan that supports your goals and work with you to help you manage your finances through life’s ups and downs.

At Wetherall’s, we do things differently.

Rather than focusing on individual products or the minutiae of markets, we deliver holistic financial planning that covers all areas of your finances. It’s designed to:

• Help you make informed decisions
• Remain focused on your goals
• Live the life you and your family want

Financial planning is about strategy, guidance and project management. It’s about using your money effectively to live a good life and achieve your goals. It’s about independent financial advice that puts your needs first.

Our services

In a recent survey, we asked our clients what the biggest benefit in working with us was. Here are some of their answers:

“Sense of achieving financial security for our preferred lifestyle in retirement.”

“Expert and tailored advice from people who are friendly and approachable.”

“The calmness of a safe pair of hands and reassurance at the end of the phone - the staff are very caring.”

“Peace of mind that my family’s long term goals are understood and being clearly progressed by an individual I like and trust.”

“Confidence that I/ we are in the best hands.”

“Peace of mind that the best people are looking after my finances.”

“Highly professional service with significant personal touch and full understanding - always ready to help.”

“Knowing our financial needs are being well looked after and that staff are always available should the need arise.”

“Complete confidence in knowing that our financial affairs are being handled with care and responsibility.”

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

13th Floor, City Tower, Piccadilly Plaza, Manchester, M1 4BT

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