James Glasheen Financial Planning Ltd - Huddersfield

Address: Suite 007, James Glasheen Financial Planning Ltd, 6 Queen St, Huddersfield HD1 2SQ, United Kingdom.
Phone: 1484907000.

Specialties: Financial consultant.
Other points of interest: Toilet.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of James Glasheen Financial Planning Ltd

☎️1484907000

⏰ Open Hours of James Glasheen Financial Planning Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Introduction to James Glasheen Financial Planning Ltd

Located at Suite 007, James Glasheen Financial Planning Ltd, 6 Queen St, Huddersfield HD1 2SQ, United Kingdom, James Glasheen Financial Planning Ltd stands out as a trusted financial planning consultancy. The company offers specialized financial consulting services, with a particular focus on building long-term relationships with clients.

Contact Information

For those looking to reach out, the company's phone number is conveniently listed as 1484907000. This makes it easy for potential clients to get in touch and discuss their financial needs.

Internet Presence

Although specific details about their website are not provided, their online presence is likely to reflect their commitment to providing insightful and personalized financial advice. Clients interested in their services can expect to find comprehensive information on their offerings and possibly client testimonials.

Specialties and Services

The firm specializes in financial consulting, offering a range of services tailored to individual clients' needs. Their expertise in financial planning is evident, as they take into account each client's unique circumstances and financial goals. This personalized approach ensures that clients receive advice that is not only sound but also highly relevant to their specific situations.

Key Attributes

The testimonials highlight a few key attributes of James Glasheen:

- Trust and Respect: Clients appreciate the trust-based relationship established with James, which is fundamental for effective financial planning.

- Individual Attention: The company prides itself on considering each client's unique needs and objectives, ensuring a bespoke service.

- Ongoing Support: Clients are informed about the continuous advice they receive, aimed at helping them achieve their financial goals.

Client Reviews

With an impressive average opinion of 4.8/5 based on 4 reviews on Google My Business, it's clear that James Glasheen Financial Planning Ltd has a strong reputation among its clients. The long-term relationship emphasized in the reviews suggests a level of dedication and reliability that is hard to find in the financial planning industry. Clients are consistently praised for the sensitivity shown towards their individual circumstances and the proactive approach towards achieving their financial aims.

Additional Points of Interest

An amusingly quirky detail mentioned is the presence of a toilet at their location. While this might seem out of place in a financial consultancy, it's a reminder that even in professional environments, comfort and amenities for clients are considered.

Recommendation for Potential Clients

For anyone seeking a financial consultant, James Glasheen Financial Planning Ltd appears to be an excellent choice. The combination of personalized service, expert advice, and a commitment to long-term client relationships is a powerful selling point. Prospective clients are likely to feel confident in selecting this firm for their financial planning needs, given the positive feedback and the depth of their engagement with clients.

👍 Reviews of James Glasheen Financial Planning Ltd

James Glasheen Financial Planning Ltd - Huddersfield

Margaret T.

5/5

I have had a long term relationship with James that has been based on trust and mutual respect.

He has always been sensitive to my needs and takes my own individual circumstances and specific financial aims into account.

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.

paul T.

5/5

James has been advising me on retirement planning. 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 potentail 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.

philip H.

5/5

We have dealt with James over a number of years looking after our investments.He is totally reliable and consider him to be skilled and professional. We would not hesitate in recommending him for financial planning.

Hector R.

4/5