Company Information

Get to know james o'brien associates

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.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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james o'brien associates

United States

Founded in

1988 (38 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.