Independent and impartial advice
click here to go back to the homepage
Who We Are 
   
  Protection

  Pensions

  Savings and Investments

  Inheritance

  Wills

  Corporate

  Mortgages

  General Insurance
   

 
Call Us on

01443 222255
click here to enquire
  Our Service Promise >
Asset Management
Service Level
 
   
 

Glamorgan Financial can take on the management of your investments on an annual basis. We will be available on the phone or via email to discuss any business placed with us, and will be responsible for keeping an eye on your investments.

This will lead to an annual face-to-face meeting where we'll review how your money has performed, evaluate your changing circumstances and attitude to risk, and inform you of changes in the rapidly-evolving investments market.

To find out more, call us today on 01443 222255.

You can also chose from:

Standard service level
Wealth Management service level










 
     
 



Features include:


Access to an adviser to answer product-related queries or those regarding any paperwork that has been received about business transacted with us, by email or telephone.
   

Collation and distribution of paperwork we have received in relation to business we have taken on.
   

Annual face-to-face review of investment performance, value and your attitude to risk.
   

Investments kept up to date annually in accordance with our Investment Process, with investments remaining in place until you notify us otherwise.
 
     
  < Back  
     

       

FSA