Glenn Cookland
ACII, DipPFS
You get all the benefits of individual attention and years of experience, from a team who will deal with your situation with integrity and in an approachable, professional manner .
About
Either way, ours is a very personal business, so we build a long-term relationship with you; a partnership, where we take the time to listen, understand, and get to know you, and where we’re always available for help and advice.
• Investment planning - helping you understand and make them work for you
• Inheritance Tax planning - overcoming the complexities of passing on your wealth
• Pension planning - guiding you through the retirement maze as an employer or employee
• Protection - tailored preparation for the unforeseen in personal or business life
I work with a small group of select clients and offer a bespoke, face to face service. You get all the benefits of individual attention and years of experience, from a team who will deal with your situation with integrity and in an approachable, professional manner.
I provide every client with a documented Service Charter, which details the level of on-going service that you can expect based on your requirements and the aim is to meet your needs not just at one point in time but over the longer term.
I often work alongside my clients’ own solicitors and accountants to provide a complementary service and a fresh perspective to ensure that all aspects of your financial affairs are considered.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Advice & Services
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 04/03/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose 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's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
