Wealth Management Services

We can help you develop a plan to meet your financial goals and objectives. Through our professional Wealth Management service, we take a consultative approach to find the right services to suit your financial circumstances.

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If you’d like to find out more about how we can help you with a professional Wealth Management service, contact us to discuss your requirements. We’ll explain our service and how we operate, so that you can decide whether or not you’d like to go ahead with an initial discovery meeting.

What is Wealth Management?

Wealth Management is a phrase you’ve almost certainly heard before, but you may not be sure exactly what it entails. There are many different definitions, and the common themes are:
• Wealth Management involves taking a consultative approach to fully explore your financial circumstances
• Financial advice is then given to help break your wider financial objectives in to smaller, more manageable goals
• Specific products and services are built in to the plan to meet your financial objectives

What do you need to consider?

When it comes to managing your wealth, there are many things to consider. Not only are there many financial products and services available, there are also many factors that will have a bearing on how you meet your financial goals.

The following are just some of the things you will need to consider:

  • Your current assets
  • Regular outgoings and debts
  • Disposable income
  • Tax-free allowances
  • Your attitude to risk

A good financial plan will not only be thorough, but also flexible enough to meet changing demands in the future. Below are just some of the things that could impact on your financial circumstances, now or in the future:

  • Buying a house or holiday home
  • Paying for a wedding
  • University fees
  • Career breaks or holidays
  • Retirement
  • Starting a business

An adviser will discuss all of these areas with you as part of an initial fact-find, but you may find it useful to consider some of these areas beforehand.

How can JM Glendinning help you?

We have a team of experienced, impartial advisers on hand to give you the advice you need to plan for your financial future. Contact us to find out more and discuss your financial circumstances.

Contact us for more information

If you have any questions, or would like to know more, call us on 01943 876631 or contact us through the website and we’ll be happy to help.

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