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Jo Gliddon Wealth Management Ltd

about us

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 North Devon who are looking for expert financial advice across a wide 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. Jo is able to offer her clients' a bespoke service and is Director of Jo Gliddon Wealth Management Lts, a Partner Pactice of St. James's Place Wealth Management so she is well placed to offer the most up-to-date financial advice.

St. James's Place Wealth Management are one of the UK's leading wealth management organisations offering high quality wealth management services to individuals. They have over £39 billion placed in funds under their management. St. James's Place Wealth Management's Investment Committee select from some of the top fund managers from across the globe and monitor their performance, enabling the funds to be proactively managed against agreed risk criteria. Their advisors are financial professionals whose experience and knowledge of working in financial services averages 17 years. St. James's Place Wealth Management have also been the receiver of many awards including, most recently:

 

2013
• FT/Investors Chronicle Winner - Best Wealth Manager for Tax Efficient Investments

• Wealth Management Company of the Year – 2013 City of London Awards

• Britain's Most Admired Companies – 2012/2013 Top in Sector: Insurance

• Best Private Client Asset Manager UK – Wealth Adviser Awards
• Best Financial Adviser – 2012/2013 Personal Finance Awards

 

2012
UK Wealth Manager of the Year - 2012 FT and Investors Chronicle Award

Best Insurance plc - 2012 UK Stock Market Award
Wealth Management Company of the Year - 2012 City of London Award

2011
Best Financial Adviser - 2011/2012 Personal Finance Awards 

Best Wealth Manager for Tax - 2011 FT/Investors Chronicle

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.


• ISAs - Still a tax efficient form of saving espcially if you are considering your retirement options.


• 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, will help you plan ahead to safeguard your family for the time when you can't.


• Long Term Care Planning - 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.


The value of an investment with St. James Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get less back than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.


Jo Gliddon offers a personal wealth management service with the benefit of a personal relationship that meet all your financial needs whether your priority is to build or preserve capital, manage your cash or to gain financial protection. 

To contact Jo directly you can call her on :
Tel: 01271 308090. Or leave a review about Jo here


The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purposes of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James Place Partnership' and titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James Place representatives.


 

Please mention The Best of Barnstaple when contacting Jo.


Thanks for visiting Jo Gliddon on The Best of Barnstaple covering all aspects of financial planning including, ISAs, Pensions, Inheritance Tax Planning, Investments and Long Term Health Care Planning. Jo has clients in Barnstaple, Braunton, Ilfracombe, South Molton and across North Devon.

latest reviews

In September 2013, said about Jo Gliddon Wealth Management Ltd

I would like to thank Jo Gliddon and St James's Place Wealth Management for the excellent service they have provided regarding my financial affairs. Jo's professional manner gives me total confidence that my investments are in safe hands. My first 6 month review has just taken place and I am delighted with the growth of my investments. I recommend their services to other investors.

5/ 5stars
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In March 2013, said about Jo Gliddon Wealth Management Ltd

Last summer my father sadly lost his battle with cancer leaving my mother a widow. He had left his affairs in good order but in several different accounts which was rather confusing for mum. My mother was also concerned that her savings were not actually performing very well with interest rates being so low. Jo came to my mother's home and I attended the meeting. Jo was very careful to find out exactly what my mum wanted, needed and was comfortable with regarding her finances. Jo took my mother’s paperwork away, sorted through it so that only the relevant information was kept and checked her tax code was correct. We then met again and Jo gave her recommendations which my mother was most impressed with and is going to act on. Jo is most professional and I would recommend her to anybody who needs financial advice that you can trust.

5/ 5stars
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In September 2012, said about Jo Gliddon Wealth Management Ltd

I love meeting up with Jo! Its been a rocky 6-8 months in the financial markets and most investment portfolios have taken a bashing, but not mine! Last year Jo took the time to explain to me the range of opportunities open to me through St James Place. We talked through the risks they each carried and made changes to some of my investments based on my attitude to risk and market performance. I now have a good spread of policies based on established and emerging markets and this has paid dividends in the last 6 months with +4% increase in the value of my investments. I am delighted with the service and attention to detail that Jo gives every time we meet.

5/ 5stars
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In June 2012, said about Jo Gliddon Wealth Management Ltd

Jo came to see my husband and me a few months ago. It was an appointment at our house which was really handy for us. Dave and I were looking for guidance for best placing our funds and investments. She gave good sound advice in "laymans" terms that we could both understand. Dave's pension funds have now been re-invested and now look to perform better than it has previously and our ISA's have had a sort through. Where I was saving money in "savings accounts" Jo advised to give us a more tax efficient use of our income. Jo will then visit to keep us updated on progress and to review things, which I really like. Too often a policy or scheme gets set up, only for the paperwork to be left in a drawer in the hope of a healthy maturity date! Jo keeps tabs on this! And gives us peace of mind! Thank you!

5/ 5stars
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In April 2012, said about Jo Gliddon Wealth Management Ltd

I have used the financial services of Jo Gliddon of St James Place on 2 occasions. Jo came to our house at times convenient to us and carried out a free and impartial review and financial plan for our pensions. Jo is easy to talk to and answered all our questions. Once we decided to change provider she helped us fill in all the forms and took care of the transfers. The new scheme is much better than my old one and already worth more. I can fully recommend her financial services

5/ 5stars
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In February 2012, said about Jo Gliddon Wealth Management Ltd

Although I am an older lady in my dotage, I am eternally grateful to Jo for her invaluable help and advice that has helped me make the most of my money in my later years. I pay the minimum tax, have a good and regular income and take comfort that my finances are secured for my family's future benefit. I am very happy with her and St James Place Wealth Management

4/ 5stars
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In June 2011, said about Jo Gliddon Wealth Management Ltd

I recently asked Jo to look at my pension policies as they were started over 15 years ago and I wanted to know if they were on track for my retirement plans in a few years time. I was most impressed how thoroughly Jo organised the pile of old statements, scraps of paper and old policy numbers into a usable filing system. She checked my existing policies for their performance and suitability and to my utter amazement advised me they were suitable and were good to keep. Its a testament to Jo's professionalism and honesty and I would not hesitate to recommend Jo or St James Place to anybody needing financial advice relating to pensions, savings and investments

5/ 5stars
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In June 2011, said about Jo Gliddon Wealth Management Ltd

Thank you for the recent help you gave us with our financial planning. Several months ago you made an initial visit and helped us to develop a financial strategy to achieve our short and middle term goals. You listened to our needs and made appropriate suggestions. More recently you visited and now that are on track we have started making regular savings with SJP every month. Its been an easy process and you have answered all our questions along the way

5/ 5stars
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In June 2011, said about Jo Gliddon Wealth Management Ltd

During 2 home visits, Jo was very professional and honest in her review of our investments. She took time to understand our circumstances, identify possible future needs and both my wife and I were impressed by her professional manner. We both felt very comfortable discussing difficult issues and it helped us understand many of the complications that happen if we don't take control of our finances. Jo made a second visit having compiled a detailed investment portfolio for us, and we discussed the option with her. She explained that certain investments were worth staying with and others we should consider moving, which we did.

4/ 5stars
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In June 2011, said about Jo Gliddon Wealth Management Ltd

Thank you for your sound advice regarding my savings. I was dismayed at the low levels of interest I received as this reduced my monthly income considerably. With your assistance I was able to change over to a different provider and increase my income, and its tax free, something I would never have known about.

4/ 5stars
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Have You Thought About Your Retirement Annuity Selection?  Jo Gliddon Wealth Management Ltd can help!

Have You Thought About Your Retirement Annuity Selection? Jo Gliddon Wealth Management Ltd can help!

  • 26th February 2014
  • Author: Sarah E
  • 0 Comments

Jo Gliddon Wealth Management Ltd covers Barnstaple, Bideford and North Devon to help you make an informed and considered decision regarding your options around Annuity Selection....

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Financial Advisors are Ditching their Clients. Are you Affected in North Devon?

Financial Advisors are Ditching their Clients. Are you Affected in North Devon?

  • 5th December 2013
  • Author: Sarah E
  • 0 Comments

A survey by Schroders shows evidence of advisors abandoning smaller clients with portfolios of under £50,000....

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Barnstaple Financial Advisor Concerned about Big Shake up in Support and Costs of Financial Advice in North Devon!

Barnstaple Financial Advisor Concerned about Big Shake up in Support and Costs of Financial Advice in North Devon!

  • 22nd November 2012
  • Author: Sarah E
  • 0 Comments

As many as 5....

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Barnstaple parents can forward plan financially with the new Junior ISA

  • 25th October 2011
  • Author: Sarah E
  • 0 Comments

If you have a young family and are already anxious about spiraling costs relating to their education

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  • Contact Us


    T: 01271 308090
    M: 07870 174147
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Don't forget to mention thebestof when calling this business 01271 308090

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