Independent and impartial advice
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Who We Are 
   
  Protection

  Pensions

  Savings and Investments

  Inheritance

  Wills

  Corporate

  Mortgages

  General Insurance
   

 
Call Us on

01443 222255
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Investment Process
 
   
 

Our investment process is based around the analysis of your objectives and the levels of financial risk that interest you, with ongoing monitoring and reviews to ensure your money is working how you want it to.

When you join Glamorgan Financial, you will meet with your adviser who will be your point of contact throughout your time with us. Our experienced advisers will take the time to learn exactly your requirements and expectations and ensure that they're met.



There are five main parts to our process:
Risk Profiling | Asset allocation | Fund selection | Ongoing monitoring and fund reviews | 
Client reviews


 

       

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