Financial Advisers:
Gary Prewett DIP PFS
Gary, a director of Glamorgan Financial, has worked in the Financial Services industry for 19 years, the first 10 years with Prudential as a Financial Consultant and the last 9 years as an Independent Financial Adviser. He is fully qualified to advise in most aspects of financial planning and specialises in both Investments and Pre and Post Retirement Planning.
Professional Qualifications -
Financial Planning Certificate (FPC1 FPC2 FPC3)
Investments (G20)
Savings and Investments (SV1)
Certificate in Mortgage Advice and Practice (CeMAP)
Taxation Planning (JO1)
Achieved Diploma in Financial Planning
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Matthew Harris Cert PFS
Matthew, a director of Glamorgan Financial, has worked in the Financial Services industry for 29 years, the first 20 years with Prudential as a Financial Consultant and the last 9 years as an Independent Financial Adviser. He is fully qualified to advise in most aspects of financial planning and specialises in both Investments and Pre and Post Retirement Planning.
Professional Qualifications -
Financial Planning Certificate (FPC1 FPC2 FPC3) Certificate in Mortgage Advice and Practice (CeMAP)
Currently studying for Diploma Level in Financial Planning
Matthew enjoys a keen interest in local education and is a member of the Board of Governors at Y Pant Comprehensive School and Ysgol Hen Felyn special needs school.
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Employee Benefits Consultant:
Jayne Lock
Started her career over 20 years ago originally employed as a Sales Support Administrator at Prudential followed by a successful career at HSBC as an Employee Benefits Consultant. Jane specialises in Group Health benefit packages for Small to Medium sized businesses.
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Office Manager / Financial Planning Assistant:
Mandy Turner
Mandy has worked in the Financial Services industry since 1988. Originally with Scottish Provident for 11 years, then within Independent Financial Adviser practices providing administrative and sales support in various roles from Office Manager to Financial Planning Assistant. Mandy holds the full Financial Planning Certificate and Mortgage Advice qualification.
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Accounts Administrator:
Helen Harris
Has worked with the company from inception and proved to be a valuable member of the team and customer service adviser.
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Third Party Consultants:
Mortgage Adviser:
Mr Richard Rowlands (Phoenix Financial Services Ltd)
Richard started working in Financial Services in 1988 for Prudential as a Financial Adviser, advising a broad range of clients on Prudential's products. On leaving Prudential in 1999, Richard became an Independent Financial Adviser, advising clients on Financial Services across the whole of the market. In May 2003 Richard setup Phoenix Financial Services which concentrates on Mortgages and General Insurances.
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Company Pension Specialist:
Mrs Jill Delgado
Jill Delgado is a Specialist Pensions Consultant who has spent all of her working life in the financial services industry. She is a Fellow of both the Chartered Insurance Institute and the Pensions Management Institute.
Having worked previously with benefit consultancy practices, various financial advice practices and with an in house pensions administration team, she has much experience in dealing with the technical aspects of pensions, both individual and corporate.
Jill´s specialty is analysing current pension arrangements and suggesting possible alternative solutions.
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