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Kirk James

Chartered Financial Planner

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.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in



South Yorkshire, West Yorkshire

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