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Who We Are 
   
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01443 222255
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  Our Service Promise >
Wealth Management
Service Level
 
   
 

At this premier service level, Glamorgan Financial can undertake more frequent monitoring of your funds, investments, pensions etc, ensuring they are consistently performing just the way you want them to, with bi-annual meetings to report and review.

Our detailed reporting systems can let you see graphically how your money is doing at the click of a button, and our advisers will keep a close watch on the various funds available to you.

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

You can also chose from:

Standard service level
Asset Management service level













 
     
 



Features include:


Access to your adviser to answer any financial queries by email or telephone. Also answers to any queries regarding paperwork received on your financial affairs.
   

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

Twice-yearly face-to-face review of investment performance and value.
   

Annual face-to-face review of personal circumstances and attitude to risk.
   

Investments kept up to date and rebalanced annually in accordance with our Investment Process.
 
     
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