Introducing James Glasheen
“Independent Financial Advisor in Huddersfield, West Yorkshire”
Following on from a career in the Royal Navy, which he joined immediately from school, James has worked in the financial services industry now for over 30 years.
In that time he has helped a large number of both personal and corporate clients to first identify and then set plans to achieve their financial & lifestyle goals.
Having worked for a number of banks and national IFA practices, he has a wealth of experience and is valued by his clients for providing advice in an easy to understand, jargon-free manner.
James works with local charities and business groups within the local community and has a wide range of connections – which he’s always happy to introduce to each other should it be mutually beneficial.
Everybody’s financial situation is unique.
We know that giving the right advice begins with understanding where you’re coming from, where you are now and where you want to go. Without this it’s impossible to establish a clear vision of the future.
Progressive & proactive financial planning works very differently from traditional independent financial advisers, by putting the client first not the product.
We’re here to provide you with a clear vision of what your finances are like today and then help you manage them into an accurate and flexible picture of what your financial future can be. Accurate so you can plan with certainty. Flexible so that it can address any change in circumstance or requirements.
With this vision we can help you secure and maintain your desired lifestyle without the fear of your money running out.
As our client, we will be with you through each stage of your planning and will work with you to adapt and develop your financial plan as and when it’s required.
Peace of Mind
Everybody has genuine concerns about what’s right and what’s wrong when it comes to investing for the future.
How much risk do I need to take?
How long will my money last?
What if my circumstances change?
What about the taxman?
When can I retire?
Will I be able to live the life I want to live when I retire?
At James Glasheen Financial Planning Limited it’s our job to answer these questions.
It’s about working together over the years, making plans and then amending them if necessary, so that you get to where you want to be financially, when you want to be there.
To give you peace of mind, to give you financial security, no matter what happens.
Suite 007, 6 Queen Street,
Huddersfield, West Yorkshire.
01484 907000 / 07980 308868
We Are Proud To Be Part Of The Huddersfield Town FC Associate Programme. Keep A Look Out For Us At Kirklees Stadium.
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.