Financial Advice for Private Individuals

We provide professional, impartial Financial Advice to help you understand and meet your future financial goals

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If you’d like to discuss your financial objectives with an experienced adviser, contact us to find out more. We’ll answer your initial questions, explain how we operate and agree with you whether or not you’d like to go ahead with a full fact-find.

How can Financial Advice benefit you?

If you have financial objectives and goals for the future, you will stand a better chance of meeting them if you have a detailed, structured plan. Your financial plan should be comprehensive, yet still be flexible to adapt as your needs and circumstances change in the future. Achieving that balance isn’t easy, which is where professional, impartial advice can be very valuable to you.

Your financial circumstances are unique to you, and our experienced team of advisers work with you to build a detailed picture of where you are now, your future aspirations, and other factors you need to consider along the way. It’s important to assess your needs fully, before we recommend specific products or services to you.

We will then turn your objectives in to agreed, actionable goals you can work towards for the future, and review your plan with you to ensure that it continues to meet your needs.

What do you need to consider?

Our advisers can guide you through the process fully, but you may find it useful to give some thought to your finances ahead of time. The following are just some of the things you will need to consider as part of planning your finances for the future.

  • Your current assets
  • Your debts including mortgages
  • Your preferred retirement date
  • Your desired retirement income
  • Current sources of income from salary and investments
  • Future life events e.g. University Fees, wedding expenses or holidays

This is not an exhaustive list, but it demonstrates that there is a lot to think about when preparing a financial plan.

How can JM Glendinning help you to meet your financial goals?

Our experienced team of advisers have many years’ experience helping both individuals and businesses to plan for the future. We’ve been around since 1987 and over the years, we’ve received many testimonials from clients about the quality of the service and advice they have offered.

Find out more

Talk to us to find out how our service operates and how it could benefit you. If you agree that an initial ‘discovery meeting’ would be beneficial, we’ll then arrange a time to discuss your financial circumstances with you.
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