James D. Wetherall
Profile
Mr. James D.
Wetherall is a Consultant at IFG Financial Services Ltd.
He comes from a background in property consultancy, having worked latterly at the Braemar Group plc, where he specialised in advising Independent Financial Advisers in the north of England on specialist tax efficient investment funds.
This led to him deciding to enter the profession and he joined IFG Financial Services in 2008.
Having successfully completed the firm's graduate development programme he now advises clients on investments, pensions, protection and estate planning.
Approachable and dedicated, he is involved in the development and maintenance of professional partnerships with a select group of solicitors, accountants and finance brokers.
In his spare time James he running, squash and mountain biking and follows all things automotive.
Former positions of James D. Wetherall
Companies | Position | End |
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IFG Financial Services Ltd.
IFG Financial Services Ltd. Regional BanksFinance IFG Financial Services Ltd. (IFG) is the financial advisory subsidiary of Ascot Lloyd Financial Services Ltd. in Great Britain. Established in 1972, IFG has offices in London, Manchester, Bury St. Edmunds, with the head office located in Cambridge. IFG provides a range of services to clients including discretionary fund management, strategic investment advice, pensions, protection and tax planning. They cater to individuals, companies, charities and other trusts. | Portfolio Manager-Equities | - |
Experiences
Positions held
Linked companies
Private companies | 1 |
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IFG Financial Services Ltd.
IFG Financial Services Ltd. Regional BanksFinance IFG Financial Services Ltd. (IFG) is the financial advisory subsidiary of Ascot Lloyd Financial Services Ltd. in Great Britain. Established in 1972, IFG has offices in London, Manchester, Bury St. Edmunds, with the head office located in Cambridge. IFG provides a range of services to clients including discretionary fund management, strategic investment advice, pensions, protection and tax planning. They cater to individuals, companies, charities and other trusts. | Finance |
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