Speak to a team member now

0800 029 1110

or

Matthew James

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Yorkshire

Covers

West Yorkshire, North Yorkshire, South Yorkshire

Matthew James

Chartered Financial Planner

I am a Chartered Financial Planner having worked in the financial services industry for over 20 years. I am passionate about working with my clients in helping them clearly define their financial goals and aspirations with the help of cashflow planning, and having done so designing, implementing, and monitoring a robust plan, to ensure success.

I have helped clients with matters such as planning for their retirement, mitigating inheritance tax liabilities, reviewing their savings and investments, and considering what financial protections they might need such as life assurance and income protection.

My aim is to give clients peace of mind by helping them better understand their financial position and so that they can focus on living their life to the full in knowing they are making the most of their hard-earned money.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Yorkshire

Covers

West Yorkshire, North Yorkshire, South Yorkshire

Send an email to Matthew James

"*" indicates required fields

This field is for validation purposes and should be left unchanged.