Simon Glanville
Helping to plan a secure financial future
Mapping out your goals is the first step to financial security
Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.
I specialise in the following advice services:
- Lifetime Financial Planning
- Pension & Retirement Planning
- Investment & Wealth Management
- Later Life & Estate Planning
- Wills & Power of Attorney
- Personal Protection
- Business Protection Planning
Simon Glanville, Independent Financial Adviser, Hampshire
Abacus AssociatesIn collaboration with Alex Groves and with the support of Abacus Associates, I offer unbiased, whole of market financial advice to business and private clients from my office at the Tanneries, in Titchfield.
With 28 years of experience, I offer holistic financial advice focusing on the needs and objectives of my clients. Advice should stand the ‘test of time’ and this is served best by nurturing long term professional relationships where financial arrangements are reviewed and updated to make sure they are on track.
As an Independent Financial Adviser, I work with your Accountant, Solicitor and Bank Relationship Manager to ensure cohesion of advice and that your needs are best served.
I am based in Fareham with clients in Portsmouth, Chichester and across Hampshire and West Sussex, and head office in Hereford.
An Integrated Approach to Financial Services
Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.
Our Independent Financial Advice process:
Create
ISAs, Junior ISAs, other general investments to suit your needs
Build
Mortgages, buy-to-let, other borrowing, cash management
Protect
Income protection, life insurance, critical illness, later-in-life
Enjoy
Pensions, trusts, equity release, wills, inheritance & estate planning.
My specific areas of expertise:
Investment & wealth management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Personal protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Lifetime financial planning
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Later life & estate planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pensions & retirement planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Wills & power of attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Business protection planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
First consultation at my cost
If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.
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