He always takes time to explain things in easy to understand terms, which is particularly beneficial to the layman.
I find James to be very easy to get on with and he is always readily available for a meeting to discuss things should the need arise.
I have no hesitation in recommending James Glasheen to anyone who requires good, sound, no nonsense, financial advice.”
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.”
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.”
James is patient, which is good for myself as financial advice is not something I deal with every day. So it’s quite a learning curve for me sometimes.
James is punctual, reliable and always returns my call/messages however busy he may be.
It’s a pleasure doing business with James.”
We then went through a pretty disastrous period when the big firms just seemed to wade in, appoint / impose a new adviser, who then gave confusing and conflicting advice … and who then left the firm with very little notice.
James was the first adviser to really take time to try to understand our finances, discuss our views, and then produce a spreadsheet which made sense of it all. I understand that he came from a small firm background, but he had also been taken over. When he left this firm he took the time to explain the reasons why he was so doing and we decided to follow him to try to maintain the continuity and the trust we had established.
We have not been disappointed since, quite the reverse.”
He is professional, courteous and has a great sense of humour too! He keeps clients informed and gives regular reviews and helpful financial planning. He has integrity and my trust.”
James spent considerable time and expertise on helping me to arrange a complicated pension split with my ex-husband. He helped me to understand what was going on and willingly provided additional expertise when required.
I am currently still working and have not needed to access the financial products James has set up for me. I’m confident I have made the correct choice of products which have been explained clearly to me.”
“He has an approach that I haven’t come across before because the emphasis isn’t on pensions, it’s on what sort of lifestyle you want to enjoy and then on how he can help you to achieve that. It’s a very different and refreshing way to look at it.
“He is able to explain complex things in layman’s terms so that they are easy for me to understand and he uses the latest software and technology to illustrate different scenarios and potential outcomes which make our discussions more meaningful and supports decision making.
“James always conducts himself with integrity and professionalism and I wouldn’t hesitate to recommend him to anyone.”
“I receive ongoing advise to ensure my aims and objectives are achieved and my income and capital needs are met. I have no hesitation in recommending James Glasheen to anyone.”
Suite 007, 6 Queen Street,
Huddersfield, West Yorkshire.
01484 907000 / 07980 308868
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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.