James Glasheen Financial Planning Ltd, Huddersfield

James Glasheen Financial Planning Ltd
Suite 007, 6 Queen Street
HD1 2SQ Huddersfield
West Yorkshire England
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Verified Listing, updated 21 days ago

Description

James Glasheen is a financial planning consultant based in Huddersfield West Yorkshire, with over 30 years experience in advising both personal and corporate clients.

As an Independent Financial Adviser we can work with you to help define where you want your financial future to be and how to get there. This may include discussions on Investments, Pensions, Tax Planning, Life insurance & Mortgages - amongst other options.

  1. Wealth Management

Company description
To fully understand your situation & needs - and offer the best solutions, we undertake a 6 Step Process. (Not all at the same meeting!)

Step 1. Engagement. An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.

Step 2. Discovery. Here we start to fully understand your objectives, so we can develop well defined goals.

Step 3. Research & Analysis. This is where we develop your Personal Financial Plan. We do this by covering a series of critical steps.
Objectives - Key Considerations - Assess Attitude To Risk - Required Research & Planning - Tax Efficiency - Potential Benefits - Potential Solutions - Outcome.

Step 4. Present Recommendations. We'll discuss the Personal Financial Plan we've developed specifically for you, setting out the realistic recommendations designed to achieve your goals.

Step 5. Implementation. Once you fully understand your plan and our recommendations, we put it into action.

Step 6. Ongoing Service & Relationship. You can agree to an ongoing service from us. This allows us to, again, follow the critical steps to ensure that your plan remains on track.

Give James Glasheen Financial Planning a call today to see how we can help you to plan for your future, whilst living for today.
Keywords:
Mortgages, Financial Planning, Independent Financial Advisers, Investments, Retirement Planning, Financial Consultants, Financial Planners, Life Insurance, Pensions
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