Financial Advice

Financial Advice 2017-01-27T15:14:49+00:00
Financial Services - J M Glendinning Insurance Brokers Leeds Newcastle Scarborough Sheffield

J M Glendinning Financial Services provides bespoke financial advice to both companies and individual private clients in Leeds and surrounding areas.

As well as finding you competitive insurance, we can also help you with a wide range of Financial Services, thanks to our in-house financial adviser, JM Glendinning Financial Services.

Financial Advice for Companies

If you’re looking to recruit and retain the right quality of staff, JM Glendinning Financial Services can help you achieve this. The right benefits package for your staff can make them feel more valued, and loyal to your business. We can help you by putting together full Employee Benefits packages, as well as Pensions, Group Life Cover, Group Critical Illness Cover, Group Income Protection and more.

Financial Advice for Individuals

If you’re looking for help with your personal finances, we can also help you to plan effectively and make best use of your money. Among other things we can advise on Wealth Management, Income Protection, Life Assurance and Savings & Investments.

How we work with you

The first step is always to meet with you for a fact find to document your objectives and aspirations. This initial meeting is free and there is no obligation on your part. Only when we fully understand your circumstances will we know if we can help you to achieve your objectives. We have a very high rate of retention for customers and many people come to us through personal recommendation. You can see a number of client testimonials on our Financial Services website.

For more information, you can contact our Financial Services team on 01943 876631 or visit their website.

Contact Us for more details

contact us
If we can help you with financial advice for either yourself or your business,
contact us to book an appointment or discuss your requirements.

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