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Innes Reid are proud to be Chartered Financial Planners

James Keane APFS – Financial Planner

After graduating from The University of Liverpool in 1986, James went on to qualify as a Financial Planner and has now been providing advice for over 25 years.

James joined Innes Reid in 2005 as an Independent Financial Adviser and was promoted to Associate Director in 2015 with the objective of helping to grow the business. Since then, the company has enjoyed fairly rapid but controlled growth and is now one of the leading IFAs in the North West and one of the Top 250 IFAs in the UK as listed in The Times.

James is also a Chartered Financial Planner at Innes Reid and serves a wide range of long-standing personal and business clients. ‘Chartered’ status, by the Chartered Insurance Institute (CII), symbolises the very highest standards of professional excellence and integrity.

FCA Reference Number: JPK00001

Areas of advice:

HAVE A QUESTION?

Whatever your financial advice needs, get in touch with James now to arrange an initial consultation at his expense.

01244 347 583

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Qualifications:

Financial Planning Certificate
Certificate in Mortgage Advice & Practice – (CMAP)
Investment Principles & Risk – (R02)
Tax Planning (J01)
Trusts (J02)
Pension Funding (J04)
Pensions Update (R08)

• Pension Income Options (J05)
• Personal Tax and Trust Planning (AF1)
• Pension Planning (AF3)
• Investment Planning (AF4)
• Financial Planning Process (AF5)

Feedback from James’ clients:

“James, as always, gave clear and concise advice. Delivered in a way that I could easily understand. We met at a time that was convenient for both of us. A pleasurable experience.”

– Mr A Tompkins

“We have been under the wing of James Keane for several years, investment advice has proved lucrative, is always measured and well thought-through, taking our own thoughts into account. James engenders complete confidence.”

– Mr and Mrs Campbell

More about Innes Reid

Established in 1999, Innes Reid Investments is a firm of Chartered Financial Planners providing independent financial advice to people and businesses in Chester and further afield.

From our offices on Hoole Road, our main aim is to enable our clients to make smarter financial decisions that ultimately lead them to a better quality of life. Whether it be for funding your personal goals, investment opportunities, planning and saving for your retirement, improving tax efficiency, supporting you through divorce or protecting your family or business, we have the expertise to help.

As a business, we pride ourselves on putting the client at the heart of everything we do. This is evidenced by our accreditations, outstanding independent reviews as well as various industry awards and shortlistings.