Financial Advisers (Independent) in Huddersfield
6 Queen Street,
Monday to Friday: 9am - 5pm
Sunday: 9am - 5:30pm
To fully understand your situation & needs - and offer the best solutions, we undertake a 6 Step Process. (Not all at the same meeting!)
Step 1. Engagement. An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.
Step 2. Discovery. Here we start to fully understand your objectives, so we can develop well defined goals.
Step 3. Research & Analysis. This is where we develop your Personal Financial Plan. We do this by covering a series of critical steps.
Objectives - Key Considerations - Assess Attitude To Risk - Required Research & Planning - Tax Efficiency - Potential Benefits - Potential Solutions - Outcome.
Step 4. Present Recommendations. We'll discuss the Personal Financial Plan we've developed specifically for you, setting out the realistic recommendations designed to achieve your goals.
Step 5. Implementation. Once you fully understand your plan and our recommendations, we put it into action.
Step 6. Ongoing Service & Relationship. You can agree to an ongoing service from us. This allows us to, again, follow the critical steps to ensure that your plan remains on track.
Give James Glasheen Financial Planning a call today to see how we can help you to plan for your future, whilst living for today.
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