Glamorgan Financial is authorised and regulated by the FCA, and we adhere to the principals of the FCA’s ‘Treating Customers Fairly’ scheme.
This means that we’re dedicated to openness and transparency along all of our processes. Our clients will always be made aware of costs up front, and can rely on the highest standards of confidentiality and professional integrity.
We give each of our customers a service level agreement, which can be adapted as your needs develop over time. These can be categorised as Standard, Asset Management and Wealth Management, as detailed below. Although service levels differ, we provide the same dedication and personal approach to all our clients, regardless of wealth.
Please choose from:
Standard service level
Asset Management service level
Wealth Management service level