Chartered Financial Planner
More information

Qualifications

APFS

Location

Based in: 
Glasgow
Covers: 
Glasgow
Kilmarnock
Stirling
Falkirk
Edinburgh

James Fitzpatrick

About me

Based in Glasgow I offer advice from all product providers across the market and base non-biased decisions on cost, performance and corporate stability.

The team that I work with have over 100 years experience combined and we aim to meet short, medium or long term financial planning needs to suit our clients’ requirements.

The service we offer is specifically tailored to suit our clients, and their family or business’ financial needs.

We have many long-lasting clients who have worked with us throughout their entire adult life, and our service has supported them from career development, to family life, retirement, and in the years after that.

James Fitzpatrick has attained Chartered status which is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more