
James Larton
My passion is helping clients get the most out of life. I work to take away the worry... | Lancaster, Lancashire, United Kingdom
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James Larton’s Emails [email protected]
James Larton’s Phone Numbers 44844414****
Social Media
James Larton’s Location Lancaster, Lancashire, United Kingdom
James Larton’s Expertise My passion is helping clients get the most out of life. I work to take away the worry and stress during life’s complicated transitions, giving my clients peace of mind, so that they can focus on the more important things in life. As an experienced and independent financial adviser, I take time to understand what is important my clients. We work together to put a financial plan in place, and regularly revisit to ensure life goals and ambitions are achieved. Specialties: o Pre and post Retirement Planning o Financial Planning / exit strategies for small business owners and executives o Inheritance Tax mitigation – how best to pass on wealth to your loved ones o Financial forecasting – help to understand where you are now and to make sense of your financial future DO YOU KNOW HOW MUCH IS ENOUGH? COULD YOU BENEFIT FROM A SECOND OPINION? I am committed to offering a friendly but professional service where people go away empowered by knowledge to make the right decisions and gain the most from their hard-earned savings. I offer a no obligation initial consultation and if I cannot help you, I will certainly point you in the right direction. James Larton Independent Financial Adviser Truly Independent Ltd E: [email protected] T: 07759 158924 W: www.trulyonline.co.uk
James Larton’s Current Industry Enlightened Electrical Services
James
Larton’s Prior Industry
Co Operative Financial Services
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Bridges
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Raymond James Investment Services
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Enlightened Electrical Services
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Truly Independent
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Work Experience

Enlightened Electrical Services
Finance
Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Truly Independent
Independent Financial Advisor And Planner
Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Raymond James Investment Services
Wealth Manager, Stockbroker & Financial Planner
Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Bridges
Independent Financial Advisor
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Co Operative Financial Services
Financial Advisor
Tue Jun 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)