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.”

Meet James

Meet James

“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 over 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.

Wealth Management At James Glasheen Financial Planning Ltd Huddersfield

Wealth Management

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.


For A Free Consultation

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James has been advising me for well over a decade on all aspects of financial planning and he has always acted with a high degree of professionalism and integrity.

He always takes time to explain things in easy to understand terms, which is particularly beneficial to the layman.

I have no hesitation in recommending James Glasheen to anyone who requires good, sound, no nonsense, financial advice.

Chris Pearson

James has provided good, sensible and robust advice to me over many years, which has both saved and made me money. For me these are the perfect attributes of a Financial Advisor.

His depth of knowledge is immense and he always has time to consider an idea or proposal. I would not hesitate to recommend his services and indeed already have to a number of colleagues.

Michelle Hazelwood
Partner at Gaunt Solicitors

To date James has sorted out all of my pensions, business insurance and mortgage – and on every occasion his service has been second to none.

He is always punctual to appointments, discusses all of my options and their merits and weaknesses in a language I understand and always gets back to me with advice and recommendations very promptly.

Mark Holloway

James will take the time to explain whatever you are working on in great detail until you understand the implications of you mortgages, investment or pension.

James is patient, which is good for myself, as financial advice is not something I deal with every day.  James is punctual, reliable and always returns my call/messages however busy he may be. It’s a pleasure doing business with him.

Glenn Stableford
Owner – Stablefords Limited

James understood my situation, I found him easy to talk to, patient and very easy to communicate with.

He explained the attitude to risk, their recommendations.

He acts with integrity and is very professional.

Margaret Thompson

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Suite 007, 6 Queen Street,
Huddersfield, West Yorkshire.

01484 907000 / 07980 308868

West Yorkshire FSB Member James Glasheen Financial Planning Ltd
MYCCI Member James Glasheen Financial Planning Ltd
PFS Member James Glasheen Financial Planning Ltd

Registered Address: 158 Penistone Road, Waterloo, Huddersfield, West Yorkshire HD5 8RN. Registered in England & Wales. Company Number 10078492. James Glasheen Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 746378.