James Wetherall Email & Phone Number
Managing Director and Financial Planner @ Wetherall's Financial Planning
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James Wetherall Location
- Manchester, GB
James Wetherall Work
- 2014 -now Managing Director and Financial Planner @
- 2008 -2014 Independent Financial Adviser @ IFG Financial Services
- 2007 -2008 Business Development Manager @ Braemar Group plc
- 2005 -2007 International Property Consultant @ Assetz
- 2001 -2005 Financial Services @ Various
James Wetherall Education
- CII
Diploma in Financial Planning (Financial Planning and Services)
2009-2012 - CII
Certificate in Financial Planning (Financial Planning and Services)
2006-2008 - The University of Manchester
Bachelor’s Degree (Ancient History)
2002-2005 - Pembroke
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
- Leadership
- Financial Analysis
- Sales
- Business Analysis
- Marketing
- Business Development
- Management
James Wetherall Summary
- James Wetherall, based in Manchester, GB, is currently a Managing Director and Financial Planner at Wetherall's. James Wetherall brings experience from previous roles at IFG Financial Services, Braemar Group plc, Assetz and Various. James Wetherall holds a 2009 - 2012 Diploma in Financial Planning in Financial Planning and Services @ CII. With a robust skill set that includes Investments, Pensions, Financial Planning, Inheritance Tax Planning, Financial Advisory and more. James Wetherall has 1 emails on RocketReach.
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