Glamorgan 1:1 Financial Services Ltd. Phone: 01656 766646

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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…

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Service charges

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.

 True Potential

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.

Products & Services

• Savings and investments
• Pensions and retirement planning
• Business insurance
• Critical illness and long-term care
• Equity release
• Building contents insurance
• Wills & probate

Glamorgan 1:1 Financial

35 Apollo Business VillageAberkenfigCF32 9RF
Phone: 01656 766646Email: info@glamorgan121.com

Glamorgan 121 on Twitter

glamorgan121.com/2019/01/17/l… glamorgan121.com/2019/01/17/l…

About 2 years ago from Glamorgan 121's Twitter via Facebook

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About 2 years ago from Glamorgan 121's Twitter via Facebook

This may be of interest to our Vitality Health or Life Insurance clients. If you aren't currently a Vitality policyholder but would like to find out more please get in touch. facebook.com/glamorgan121/p…

About 2 years ago from Glamorgan 121's Twitter via Facebook

I don't need a Will... Do I? fb.me/4dbiitofP

About 3 years ago from Glamorgan 121's Twitter via Facebook

Have you lost track of your pensions? fb.me/1A7RxeXdC

About 3 years ago from Glamorgan 121's Twitter via Facebook

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Glamorgan 1:1 Financial Limited. Registered in England and Wales No.7163802 and authorised and regulated by the Financial Conduct Authority. FRN 531577
Registered address: 35 Apollo Business Village, Aberkenfig, Bridgend, CF32 9RF
Sales Office: 35 Apollo Business Village, Aberkenfig, Bridgend, CF32 9RF
A member of the Personal Finance Society and the Chartered Insurance Institute.
Wills & Estate Planning - On behalf of APS Legal & Associates Ltd
Head office: Worksop Turbine Innovation Centre, Shireoaks Triangle Business Park, Coach Close, Worksop, Nottinghamshire, S81 8AP.
APS Legal & Associates is a member of the Institute of Professional Willwriters APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice.
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