About Us
Glamorgan 1:1 Financial is a family-run, one stop financial management practice offering complete ranges of both regulated and unregulated services for individuals and businesses.
We help our clients to help themselves by offering a complete, holisitic life planning service for families and companies, and work with them to develop their personalised financial life plan as part of our commitment to the FCA Treating Customers Fairly principles.
Many new clients seek the advice of Glamorgan 1:1 Financial through the recommendations of those who have been with the company for some time. We offer a cost free confidential financial consultation, without obligation, where requirements are established.
Martin Kelland
Director, Glamorgan 1:1 Financial
Status – Married to Amanda with three grown up children.
Educational Qualifications
BSc Hons Chemistry Aston University
Post Graduate Certificate in education University of Wales Cardiff
Qualified teacher status obtained Barclay Comprehensive School Stevenage.
Career
• Joined Prudential as home service agent
• Set up Glamorgan Financial Services as Independent Financial Adviser
• Set up Glamorgan 1:1 Financial Ltd to concentrate on ensuring that clients receive a high quality financial service at a fair price; achieved by a considerable investment in the latest technology.
Professional Qualifications
• Member of the institute of Professional will writers
• Associate of Simply Legal Probate Practioners
• Diploma in Financial services
• ER1. Equity Release
• CF8 Long term care
• Financial planning certificates 1,2 and 3
• Certificate in mortgage planning
• G10. Advanced tax planning and trusts
• J04 pension accumulation
• J05 pension decumalation
• Holds a current Statement of professional standing with PFS
Gareth Kelland
Director, Glamorgan 1:1 Financial
Status – Married to Rachael.
Career
• Worked in a behaviour class as a Learning Support Officer
• Worked as part of the local inclusion service’s behaviour team as an Outreach Behaviour Officer
• Joined Glamorgan 1:1 Financial Ltd as an apprentice adviser
Professional Qualifications
• Diploma in Financial Advice
• Hold a current Statement of Professional Standing with CII
• Member of the Institute of Professional Will Writers
• Associate member of APS Legal
• RO1: Financial services, regulation & ethics
• RO3: Personal taxation
• RO5: Financial protection
Educational Qualifications
BA Hons Educational Studies: Sport and Physical Activity. Cardiff Metropolitan University.
About Me
I joined Glamorgan 1:1 Financial in September 2015. I enjoy building trusting relationships with clients, helping to navigate them through financial decisions and products which can often feel like a minefield.
I am a sport fanatic. I have always played football, rugby, cricket, surfed and more recently I have caught the golfing bug.
I am a member of Brackla Apostolic Church where I am heavily involved in strumming the guitar or slapping the bass in the worship band and working with the children and young people of the church and local community. Additionally, each Summer I have the privilege of running the children’s activities during the National Apostolic Church’s Annual Conference in Cheltenham.
Bethan Kelland
Business Development Officer Glamorgan 1:1 Financial
Career
• New to financial services – started in March 2024. Currently studying to complete my professional qualification in Mortgage Advice. With the goal to become a Financial Advisor in the future.
• Before staring in Financial Services, I worked for 8 years for Teaching Personnel as a Business Manager recruiting specialist staff for Special Schools across South Wales. Prior to this, I was a Specialist Support Officer across the Bridgend Local Authority supporting children who have Additional Learning Needs.
• Joined Glamorgan 1:1 Financial Ltd as a Business Development Officer.
Professional Qualifications
• Associate of Institute of Professional Will Writers (AIPW)
Educational Qualifications
BA Hons Educational Studies.
About Me
I joined Glamorgan 1:1 Financial in March 2024 alongside my father, Martin, brother, Gareth and honorary family member Julie.
I pride myself in customer service and make sure that I am able to make long lasting relationships with potential and existing clients alike. My passion is to make sure that those who struggle to have a voice are heard.
I am an avid musician and have played the drums for over 25 years playing in Bridgend Big Band & a three-piece acoustic band where we often gig throughout pubs in Bridgend. In addition to my passion for music, I am the Head Coach of Bridgend Sharks Disability Swimming Club which is a voluntary Swimming club who support children and young people with a diverse range of Additional Learning Needs. If I’m not gigging or on poolside, you’ll find me supporting my older Sister, Amie, who is a young woman with complex needs.
Julie Davies
Mortgage & Protection Adviser & Office Manager, Glamorgan 1:1 Financial
Career
• Worked in Financial Services since 2002
• Before staring in Financial Services, I worked in the tourism & leisure industry, among many roles, including, Lifeguarding, Cultural Representative in Disney Florida, Tourism Representative at the Ebbw Vale Garden Festival, and Events Coordinator at Swansea Rugby World Cup Village.
• Joined Glamorgan 1:1 Financial Ltd as an Office Manager/ Mortgage & Protection Adviser.
Professional Qualifications
• CeMap
• CeRER
• AIPW
Educational Qualifications
BA Hons Tourism & Recreation Management
About Me
I joined Glamorgan 1:1 Financial in September 2023.
I pride myself with the Disney customer care ethics and enjoy helping clients by offering Independent Mortgage, Equity Release and Protection Advise. I enjoy building trusting, long term relationships with clients, helping to navigate them through financial decisions.
I am an active person. Among cycling, running, and taking Charlie, my fun-loving Jack Russell for long walks, I enjoy gardening with the advantage of having a local allotment plot.
