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James Kitson

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North West

Covers

Cheshire, Lancashire, West Yorkshire

James Kitson

Chartered Financial Planner

I am a chartered qualified independent financial adviser with 15 years experience working in the financial services industry. Despite being in my mid 30s I have over 14 years 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

North West

Covers

Cheshire, Lancashire, West Yorkshire

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