Independent Financial Adviser
More information

Qualifications

FPFS
Certs CII (MP & ER)

Location

Based in: 
Wakefield
Covers: 
West Yorkshire
South Yorkshire

Kirk James

About me

I have 35 years' experience as a financial adviser and prior to that spent five years in financial services administration.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an independent financial adviser, 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.

 

Kirk James 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