Resources

Resources 2017-01-06T07:50:58+00:00

About Our Services

Proactive Service – For clients who need regular, ongoing financial advice, this level of service includes an annual review with an adviser.

Partner Service – For clients with larger portfolios who need more regular advice, this level includes two reviews a year and ongoing advice in between reviews.

Adviser Charges – This document explains how our charges are calculated for each of our different service levels.

How we calculate your financial plan – This guide explains how the financial planning process works, and what you can expect from us as a client.

Client Agreement – This is a sample of our Client Agreement, which we give to all clients before we start advising them. It explains our regulatory status and what you can expect from us. 

Terms of Engagement – This document is supplementary to the Client Agreement above, and explains the basis on which we offer financial advice and charge for our services. 

Useful Links

Please note that by clicking on these links you will be leaving the website of JM Glendinning Financial Services and we cannot be held responsible for the content of any external website.

JM Glendinning Insurance Brokers – For Business Insurance or Personal Insurance, speak to our in-house Insurance Brokers.

Unbiased – We are registered with unbiased.co.uk which provides impartial ratings for Financial Advisers in the UK, based on real customer feedback.

Financial Conduct Authority – We are authorised and Regulated by the Financial Conduct Authority. On their website, you can find out more about how they operate and your rights as a customer.

The Pensions Regulator – In recent years there have been many legal and regulatory changes in the way that pensions operate. The Pensions Regulator website helps you keep up to date with these changes.

Money Advice Service – A website offering free and impartial money advice, set up by government.

Other Useful Links for Clients

As an existing client, you may already have investments with us. Some of the providers we work with offer an online portfolio, which you can log in to and see an overview of your investments in real-time. You will need secure logins for these sites, and links to our more popular providers’ websites are below:

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