How do you build the 'perfect' financial planning 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...