Established in 2007, James O'Brien Associates Ltd is an independent financial planning and wealth management firm. As a Chartered Financial Planners firm, they provide bespoke financial advice to private clients, business owners, and trustees across the UK. Their services cover investment planning, retirement planning, estate and inheritance tax planning, and protection. The company focuses on building long-term relationships with clients to help them achieve their financial objectives through impartial and comprehensive advice.

Founded in

United States