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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’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

North West

Covers

Cheshire, Lancashire, West Yorkshire

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