Independent and impartial advice
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Who We Are 
   
  Protection

  Pensions

  Savings and Investments

  Inheritance

  Wills

  Corporate

  Mortgages

  General Insurance
   

 
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01443 222255
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Our Team
 
   
 

Financial Advisers:
Gary Prewett DIP PFS

Gary, a director of Glamorgan Financial, has worked in the Financial Services industry for over 20 years, the first 10 years with Prudential as a Financial Consultant and the last 10 years as an Independent Financial Adviser. He is fully qualified to advise in most aspects of financial planning and specialises in both Investments and Pre and Post Retirement Planning.

Professional Qualifications -  
Diploma in Financial Planning
Investments (G20)
Savings and Investments (SV1)
Certificate in Mortgage Advice and Practice (CeMAP)
Taxation Planning (JO1)

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Matthew Harris DIP PFS

Matthew, a director of Glamorgan Financial, has worked in the Financial Services industry for 30 years, the first 20 years with Prudential as a Financial Consultant and the last 10 years as an Independent Financial Adviser. He is fully qualified to advise in most aspects of financial planning and specialises in Investments, Pre and Post Retirement Planning and Inheritance Tax Planning.

Professional Qualifications -  
Diploma in Financial Planning
Certificate in Mortgage Advice and Practice (CeMAP)

Matthew enjoys a keen interest in local education and is a member of the Board of Governors at Y Pant Comprehensive School and Ysgol Hen Felyn special needs school.

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Employee Benefits Consultant / Paraplanner:
Jayne Lock

Started her career over 20 years ago originally employed as a Sales Support Administrator at Prudential followed by a successful career at HSBC as an Employee Benefits Consultant. Jane specialises in Group Health benefit packages for Small to Medium sized businesses as well as individuals. Jayne also assists the advisers with their research and client reporting.

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Office Administrator:
Mandie Mullen

Having worked in the civil service for over 20 years Mandie has a wealth of experience dealing with customers. Her role has been primarily Human Resources and Learning and Development related. She is also a qualified teacher at further education level.

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Accounts Administrator:
Helen Harris

Has worked with the company from inception and proved to be a valuable member of the team and customer service adviser.

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Third Party Consultants:
Mortgage Adviser:
Mr Richard Rowlands (Phoenix Financial Services Ltd)

Richard started working in Financial Services in 1988 for Prudential as a Financial Adviser, advising a broad range of clients on Prudential's products. On leaving Prudential in 1999, Richard became an Independent Financial Adviser, advising clients on Financial Services across the whole of the market. In May 2003 Richard setup Phoenix Financial Services which concentrates on Mortgages and General Insurances.

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Company Pension Specialist:
Mrs Jill Delgado


Jill Delgado is a Specialist Pensions Consultant who has spent all of her working life in the financial services industry. She is a Fellow of both the Chartered Insurance Institute and the Pensions Management Institute.

Having worked previously with benefit consultancy practices, various financial advice practices and with an in house pensions administration team, she has much experience in dealing with the technical aspects of pensions, both individual and corporate.

Jill´s specialty is analysing current pension arrangements and suggesting possible alternative solutions.

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