Wetherall’s founder James Wetherall joins Professional Adviser editor Jen Frost to discuss running a growing £112m AUM advice firm with three staff and his quest to build the perfect micro practice.
Founder and financial planner James Wetherall, pictured above, launched Manchester-based Wetherall's in 2014, and at the time, building a successful micro practice was not on the agenda. Today, however, near £1m turnover Wetherall's has just three members of staff – James Wetherall, operations director Kate Wetherall and client services director Delphine Tyldesley – servicing its 90-strong client bank of business owners and executives. James Wetherall has always worked in a targeted way, he tells PA, with a focus on high-net-worth clients (currently, the firm takes on those with £1m...
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