James Glasheen Financial Planning Ltd in Huddersfield
James Glasheen Financial Planning Ltd
James Glasheen
LTD
1
Description:
To fully understand your situation & needs - and offer the best solutions, James Glasheen Financial Planning undertake a 6 Step Process. (Not all at the same meeting!)
Step 1. Engagement. An introductory meeting to fully explain how their service works, identify your primary objectives and answer any questions.
Step 2. Discovery. Here they start to fully understand your objectives, so they can develop well defined goals.
Step 3. Research & Analysis. This is where they develop your Personal Financial Plan. They 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. They'll discuss the Personal Financial Plan they'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 their recommendations, it is put into action.
Step 6. Ongoing Service & Relationship. You can agree to an ongoing service from them and if you do this allows them to follow the critical steps to ensure that your plan remains on track.
Products & Services:
To fully understand your situation & needs - and offer the best solutions, James Glasheen Financial Planning undertake a 6 Step Process. (Not all at the same meeting!)
Step 1. Engagement. An introductory meeting to fully explain how their service works, identify your primary objectives and answer any questions.
Step 2. Discovery. Here they start to fully understand your objectives, so they can develop well defined goals.
Step 3. Research & Analysis. This is where they develop your Personal Financial Plan. They 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. They'll discuss the Personal Financial Plan they'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 their recommendations, it is put into action.
Step 6. Ongoing Service & Relationship. You can agree to an ongoing service from them and if you do this allows them to follow the critical steps to ensure that your plan remains on track.
Products & Services:
Financial planning
Wealth Management
Investments
Retirement Planning
Pensions
Life insurance
Tax planning
Mortgages
Child trust funds
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