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
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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