Financial Planning Services
Our financial planning service is designed for clients who require a tailored and highly personal level of service and are bespoke to our clients who appreciate face to face meetings on a regular basis.
We have a clear process to understand your goals and develop appropriate recommendations…
To maintain the independence of Glamorgan 1:1 Financial Limited fees will be agreed and paid directly by the client. This ensures that there are no inflated costs to our clients from commission paying companies. Our fees reflect our financial expertise and time incurred in preparing reports and reviewing personalised portfolios.
Client agreements detailing terms and conditions are provided at the initial consultation.
We work with True Potential to manage the funds and financial plans of our clients efficiently and economically.
True Potential’s online financial management system also allows our clients to view and asses their investments and plans at any time through the website, ensuring the maximum control over their fund management.