Jo Gliddon Wealth Management Ltd is a reliable and trusted Financial Advisor offering a second-to-none, bespoke service for clients’ in Barnstaple, Bideford and across North Devon who are looking for expert financial advice across a range of financial products.
Jo Gliddon is a Financial Adviser with over 25 years experience working with clients' looking for a knowledgeable and trustworthy service. To enable Jo to offer her clients' a bespoke service she is a partner of St James' Place Partnership (SJPP) so she is well placed to offer the most up-to-date financial advice.
St James Place Partnership (SJPP) are one of the UK's leading wealth management organisations offering high quality wealth management services to individuals. They have over £28 billion placed in funds under their management. SJPP only work with the best Fund Managers, which is critical to ensuring our client's money is proactively managed against agreed risk criteria. Our advisors are financial professionals whose experience and knowledge of working in financial services averages 17 years. SJPP have also been the receiver of many awards including, most recently:
2010
• Wealth Manager of the Year - The Daily Telegraph
• Best Financial Adviser - Money Pages
2009
• Wealth Manager of the Year - Financial Times and Investors Chronicle
• Best Wealth Manager for Investments - Financial Times and Investors Chronicle
• Best Performing Fund - The Daily Telegraph
Jo is able to provide her extensive expertise in all financial service areas including the following:
• Investments - Investment performance makes a huge difference to people's financial futures so reliable financial advice, investment products and a fund manager you can trust are critical. Jo can help you reach your financial potential.
• Pensions - Pension requirements differ for everybody, but are also one of the most important aspects of a person's life. Pension services offered include: Annuities, Retirement Plans and Trustee Schemes to name but a few. Jo can offer advice on many different types of pension planning to clients' who are confused with the multitude of products currently on offer.
• Inheritance Tax Planning - Offering a service to clients' to protect their loved ones if the worst happened. Not a nice subject, but its also inevitable. And most of us want our possession and hard earned cash to go to the people we love the most. Talking to Jo now, ensures that you plan ahead to safeguard your family for the time when you can't.
• Long Term Care - Placing an elderly relative in care is something many people have no experience of and it can feel totally overwhelming, both for you and your elderly relative. You may get state help, although a person who owns his or her home is likely to fail the local authority means test and be deemed a "self-funder. Jo has the knowledge, experience and skills to help you understand the options available and the ability to present these to you in a way that will enable you to make the right choices for you now and in the future.
Jo Gliddon offers a personal wealth management service with the benefit of a personal relationship that meets all your financial needs whether your priority is to build or preserve capital, manage your cash or to gain financial protection with minimal risk.
To contact Jo directly you can call her on :
Tel: 01271 308090
To contact Jo directly you can call her on :Tel: 01271 308090 Mobile: 07870 174147
Or e-mail to: Jo.gliddon@sjpp.co.uk.
Please mention The Best of Barnstaple when contacting Jo.