Planning For The Future…
Living For Today
A Comprehensive, Bespoke Financial Planning Service
“Our purpose is to help you achieve financial peace of mind – providing independent advice on Pensions & Retirement, Investments, Inheritance Tax Planning and all other aspects of Financial Planning to private clients and company owners.”
“I see my job as discovering the life my clients want to live and then helping them to achieve it. It’s always my aim to do this whilst striking a healthy balance between ‘living for today’ and ‘planning for the future’ ”.
With nearly 30 years’ of working in the financial services industry, James has a wealth of experience in both fields of personal and corporate financial planning.
Fundamental to his approach is the ethos that you, the client, are at the centre of all planning.
James Glasheen Financial Planning Limited provides a truly bespoke service to deliver your desired outcome. Their goal is always to exceed your expectations.
Think of all of your assets, pensions, investments & cash as one big pot, aiming to provide you with the standard of living you expect now and in the future.
Wealth management is about adopting a holistic approach and joining everything together to achieve these goals.
Most financial organisations follow a similar process; our job is to make it simple to understand.
We’ll worry about the investment risk, taxation, products, funds and all the boring stuff so that you don’t have to.
And we’ll also monitor things for you, regularly keeping you up to date, so you can just get on with enjoying your life as ‘we’ planned it.
James Glasheen Financial Planning will help you to plan for the future whilst living for today.
Suite 007, 6 Queen Street,
Huddersfield, West Yorkshire.