- Inheritance Tax Planning
- Investment Planning
- Pension Transfers
- Retirement Planning
- Wealth Management
My mission is to make you feel confident about money and your future, to teach you to be financially savvy with the knowledge of how to manage your own money. I want to help you to change your life, secure a better future and maintain the lifestyle you want. I want to empower you to feel wealthy.
At Glade Financial we offer financial planning and guidance services that fit around you and your goals. We will guide you and your family towards your truly successful financial future and deliver intelligent wealth management solutions while protecting you from the unexpected.
We will begin with a free no-obligation consultation to understand your circumstances and needs and if the service we provide is right for you. Afterwards, we will prepare a report of recommendations based on the information we gathered. If you decide to go with our advice, we will take care of the fund implementation and policy administration for a fuss-free process.
We can never predict the future but we can make sure you are ready for whatever the future brings. We will break down the complexity of financial management and give you the clarity and guidelines you need.
I invite you to contact me today to find out more!
I am the director and Independent Financial Adviser at Glade Financial, which is an Appointed Representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566.
The performance of your investments is subject to risks. Past performance and forecasts are not reliable indicators of future performance. Tax treatment depends on your individual circumstances and may change. Capital at risk.
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