Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Clayton-Le-Moors

Covers

Cheshire, Lancashire, West Yorkshire

James Kitson

Chartered Financial Planner

I’m a chartered qualified independent financial adviser with nearly 20 years of experience having entered the industry in the summer of 2005. I now have over 17 years of experience as a financial adviser and have spent this time specialising in providing holistic financial advice to private wealth clients.

I have considerable experience in all areas of financial planning and am able to help clients with their investments, pensions, protection and estate planning needs.

As a Chartered financial planner, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Clayton-Le-Moors

Covers

Cheshire, Lancashire, West Yorkshire

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