James Glasheen Financial Planning Ltd

Aug 18th, 2018

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.
Mar 4th, 2018

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.
Sep 7th, 2017

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.
May 6th, 2017