James Glasheen Financial Planning Limited

Independent Financial Adviser  Suite 007, West Yorkshire, Huddersfield, HD1 2SQ
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FCA authorised
Last authorised 20th September 2021
Great financial planning can change lives. We exist to inspire ideas, create confidence, and give you the freedom to live.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR James Glasheen
Financial Planner
About us

I believe proper financial planning is about helping clients to use their money to get a better return on life, not just a return on investment, which is why we focus on our clients lives, not just their money.

Or to put it another way, to help our clients get the best life possible with the money they have.

Imagine 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 the art of 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 do not have to, you can just get on with enjoying your life.

Whether you are working, approaching retirement or in retirement, we will be with you for the whole journey making sure you do not run out of money and are able to enjoy the best possible lifestyle.

Our services

Firstly, we listen to you because you know better than anyone else what it is that you want. Then we make sure we understand what it is you want. Then we talk to you. We want you to understand what it is we're saying, what it means to you, what you want and how we can help.
No jargon, just clear, concise advice, bespoke to you and beneficial to you.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Suite 007, 6 Queen Street, Huddersfield, West Yorkshire, Huddersfield, HD1 2SQ

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