James Wetherall
Managing Director
Our expertise
WHO DO WE DO IT FOR?
We do things differently. We’re financial planners
so we put people before products, you before
your wealth.
We provide financial planning and wealth management
to successful individuals and families.
We do things differently. We’re financial planners
so we put people before products, you before
your wealth.
Our clients have diverse backgrounds but share
a common goal; to ensure their finances are in
good order.
James Wetherall
Managing Director
Joshua Underwood
Financial Planner
Ashley Burrows-Brown
Financial Planner
Delphine Tyldesley
Head of Client Services
Lettie Cartwright
Account Manager
If you think we can help, there are several ways to get in touch with us:
(+44) 0131 4321 333
107-109 PRINCES ST, EDINBURGH
MIDLOTHIAN, EH2 3AA
info@finance.com