James Glasheen Financial Planning Ltd, Huddersfield

James Glasheen Financial Planning Ltd
6 Queen St
HD1 2SQ Huddersfield
West Yorkshire England
write reviewReport Incorrect DataEdit Your Page
updated more than 6 months ago


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.
Mortgages, Financial Planning, Independent Financial Advisers, Investments, Financial Consultants, Retirement Planning, Financial Planners, Life Insurance, Pensions
James Glasheen Financial Planning Ltd is listed in the following categories:
Add images


Be the first to write a review for James Glasheen Financial Planning Ltd!

Share your experience!

Buy a Premium Entry

Nearby similar companies

  1. 17 Market Place
    HD1 2AA  Huddersfield
    HD1 1RL  Huddersfield
  3. 318 Bradford Road
    HD1 6LQ  Huddersfield
  4. Longhill Road, Off Bradford Road
    HD2 2LQ  Huddersfield
  5. Heritage Exchange, Wellington Mills, 70 Plover Road
    HD3 3HR  Huddersfield
  6. Map view of similar nearby companies