James Glasheen

James Glasheen Financial Planning Limited

Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 4 )

Pensions ( 10 )

Retirement income (annuities, drawdown) ( 4 )

Auto Enrolment ( 1 )

Investments and Savings ( 11 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£100k - £200k ( 2 )

£50k - 100k ( 3 )

Up to £50k ( 3 )

Client reviews

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for an adviser?

On retirement I sold my interest in my company.

How has James Glasheen helped you?

James has given sound advice and has arranged all my finances to give me a steady income for the future.

Have you seen the outcome you were hoping for?

I am very pleased with his advice and has shown good returns on my investments.

What could they have done better?

None.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with James

A personable chap that was easy to talk to

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Re-mortgage advise.

How has James Glasheen helped you?

provided advice and information and options on a number of products.

Have you seen the outcome you were hoping for?

completed re-mortgage at the end of August which achieved the outcome i wanted.

What could they have done better?

I found James style and approach really professional, i had gone in having done my own "homework" however he provided a broader range of products/options that i hadn't considered and provided more detailed information on some things which i hadn't thought through in detail. I felt that this gave me confidence in the decision i made and i would use James again.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Buying a residential property.

How has James Glasheen helped you?

By exploring all of the options with me to suit my circumstances.

Have you seen the outcome you were hoping for?

Pending the housing market everything else is looking good in terms of finance.

What could they have done better?

No suggestions

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

To discuss Auto enrolment for the business and review my current personal pension requirements.

How has James Glasheen helped you?

James give me practical and impartial advice on how to move forward with both specific needs.

Have you seen the outcome you were hoping for?

We are still discussing option for both needs and I have to supply specify documentation to James.

What could they have done better?

James did exactly what he was asked and more. It is now down to myself to offer up more information so we an move forward.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Northumberland

What were the circumstances that caused you to initially look for an adviser?

I was put in touch with James during my separation and subsequent divorce.

How has James Glasheen helped you?

James spend considerable time and expertise on helping me to arrange a complicated pension split with my ex-husband. He helped me to understand what was going on and willingly provided additional expertise when required.

Have you seen the outcome you were hoping for?

I am currently still working and have not needed to access the financial products James has set up for me. I'm confident I have made the correct choice of products which have been explained clearly to me.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

I have been using James for at least 7 years for both personal and business advice. James is to the point and answers the questions you ask. I have found James very knowledgeable across a full range of financial products. He is always prompt with advice and I would have no hesitation recommending him to others.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James was a instrumental in obtaining a mortgage for me at 71 years of age, that's me not him ! He managed the hiccups we had with skill and a calm attitude throughout.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James offers a tailored personal service based on the understanding of the clients current situation and aspirations for the future. A very friendly and knowledgable service that is based on working with the client over a time period adjusting to changes in circumstances that will inevitablly occur. Certainly gives me the confidence that the choices I am making about investment for the future are the right ones.

What could they have done better?

Nothing could be improved so far.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Derbyshire

How has James Glasheen helped you?

James has provided excellent financial advice over a number of years that we have been a client. His knowledge and understanding of the financial services market has been very usefull when we have been comparing various pension products..

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

Comfortable, professional and knowledgeable .

What could they have done better?

It was only the first time we had visited him and other than lay down a red carpet for us ! But joking aside maybe discussed his charges first, this would have saved my husband asking the question and embaressment.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James has a style and personality that made me feel comfortable. He explains the complex in a 'simple' way making it easier to understand.

What could they have done better?

Honestly can't think of anything - I have always come away from our meetings feeling satisfied with all my questions answered

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

My experience with James was very good. The advice given to me was clear and easy to understand. I will be asking James for more advice in the future.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James helped me to upgrade my investment portfolio with ease and confidence. He visited my home and talked me through each stage. I could highly recommend his services. Carol Craven

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

Very happy with the professional service I received.

What could they have done better?

none

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James will take the time to explain what ever you are working on in great detail un till you understand the implications of you mortgages, investment or pension. James is patient, which is good for myself as financial advice is not something I deal with every day so its quite a learning curve for me sometimes. James is punctual, reliable and always returns my call/messages how ever busy he may be. Its a pleasure doing business with James.

What could they have done better?

James provides an excellent service I am struggling to suggest ways to improve.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

We have had financial advice from IFAs for many years and until the last five years or so have been very satisfied with the continuity of service and the quality of the advice given. Unfortunately, about five years ago our adviser retired "I know my job well, but all these new regulations and examinations are just too much for me. I am off." We then went through a pretty disastrous period when the big firms just seemed to wade in, appoint / impose a new adviser, who then gave confusing and conflicting advice ... and who then left the firm with very little notice. James was the first adviser to really take time to try to understand our finances, discuss our views, and then produce a spreadsheet which made sense of it all. I understand that he came from a small firm background, but he had also been taken over. When he left this firm he took the time to explain the reasons why he was so doing .... and we decided to follow him to try to maintain the continuity and the trust we had established. We have not been disappointed since, quite the reverse. The lack of a two stars on Value for Money is really due to our laziness and does not reflect on James - if we took the trouble we could probably start comparing more, but we just can't be bothered.

What could they have done better?

I really have no suggestions here.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James gives sound practical advice, which is impartial. He is fully up to date with recent legislation which might affect his clients and never pressurises us to follow any course of action we are not totally happy with. He is professional, courteous and has a great sense of humour too! He keeps clients informed and gives regular reviews and helpful financial planning. He has integrity and my trust.

What could they have done better?

Sometimes he mumbles when speaking to me - he forgets that I'm deaf!! But he is punctual for appointments, and follows them up with appropriate documentation. It's sometimes hard to read his handwriting, but his emails are clear and concise...

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

Initially James listens very patiently to my explanation of what it is that I require financial advice on. He is very knowledgeable in his field and can immediately give concise advice with options where appropriate. We then usually discuss the advice and / or options thoroughly and decide on the best course of action.Throughout this process all my questions and concerns are addressed thoroughly. Having decided on the way forward, the required course of action is implemented by James quickly and efficiently.

What could they have done better?

It is difficult to find fault with James' services, but occasionally I do get slightly overwhelmed with the technical terminology - this is probably more a reflection of my lack of knowledge !

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James understood my situation, I found him easy to talk to, patient and very easy to communicate with. He explained the attitude to risk, their recommendations. He acts with integrity and is very professional.

What could they have done better?

I am entirely satisfied with the advise and help I have received from James over the years.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James is a very professional financial advisor, pleasant to deal with and has a nice easy going but very knowledgable approach. I would recommend him to anybody.

What could they have done better?

nothnig James covers all bases.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in West Yorkshire

How has James Glasheen helped you?

James really knows his stuff. He's looked after mine and my company's pension investmensts and healthcare provisions for some years now and I would recommend his services in these fields wholeheartedly.

First impression from a user who is not yet a client

January, 2014

Overall

Please provide a brief comment about your experience with James

James was only the second IFA we have met with. He made us feel very comfortable and explained things in layman's terms without any pressure. An excellent service.