INDEPENDENT FINANCIAL SERVICES
CALL US ON 01303 267864
MORTGAGES | INVESTMENTS | RETIREMENT PLANNING | ESTATE PLANNING | INSURANCE
Glade is a family Independent Financial Advice Company with the aim of providing quality financial advice to the local area. We have a strong ethos to provide advice that is clear and jargon free and to put you, the client, at the heart of everything we do.
Glyn has worked in the financial services industry for more than 30 years and is passionate about giving clients full holistic advice in a jargon free manner and maintaining long term client relationships. He is qualified to level four diploma in regulated financial planning (DipPFS), is a member of the chartered Insurance Institute, holds the Mortgage Advice Qualification (MAQ), The Certficate in Regulated Equity Release (CeRER) and holds a statement of professional standing.
Della has worked in the financial services industry for over 22 years and has built up an in-depth knowledge of the mortgage market. Della has built up a loyal portfolio of clients as well as business partnerships by maintaining good client relationships and excellent customer service. Della has the Mortgage Advice qualification (MAQ) and advises on Mortgages, Protection & General Insurances.
“We have been very impressed with the quality of the financial advice provided by Glyn. He is fully aware of our personal situation and goes the extra mile to ensure that our investments are well-placed within our identified risk profile, which we update with him every year. His friendly approach is underpinned by a solid understanding of our needs and expectations and we are confident that our financial affairs are in safe hands.”
Bill & Dominique
