The Glamorgan Financial Investment Process has helped provide our clients with funds and portfolios that have performed consistently well against relative industry benchmarks..
Using a state of the art risk profiling tool designed by Actuaries Watson Wyatt we are able to match our clients attitude to investment risk to the chosen investment portfolio.
We review all the funds within our Actively Managed Portfolios on an annual basis applying our strict investment process to each of the selected funds.
Please click on an examples below:
Glamorgan Financial ISA portfolios
Glamorgan Financial Pension portfolios
(downloads are in PDF Format)
Financial Services Authority
Glamorgan Financial is regulated and authorised by the Financial Conduct Authority (FCA).
The FCA is an independent non-governmental body, given statutory powers by the Financial Services and Markets Act 2000.
We are delighted to work within the FCA’s guidelines on issues such as consumer protection and reduction of financial crime, and abide by its ‘Treating Customers Fairly’ principles.