J.M. Glendinning Financial Services Limited

Independent Financial Adviser  Elmwood House, Leeds, West yorkshire, LS20 9LT
First meeting at adviser's own cost
We aim to deliver solutions which meet our clients needs and objectives, and then we monitor the progress.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Neil Davies Dip FA
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Andy Chapman
Independent Financial adviser

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

Andrew Pyrah
Chartered Financial Planner (Later Life Specialist)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser
Emil McKenzie
What our clients say
'We have been a customer of JM Glendinnings for the last 6 years. It’s not so much about the services they provide, which for the record are extensive, it’s more about the fact they care about our business and show it in every discussion we have. They manage and support a wide range of policies for us and keep it simple, in what can be a minefield of admin. and research. It’s a long standing relationship and one we value on both a professional and personal level."
SCR Envelopes Limited, Leeds
"Andy has looked after my personal financial planning for over 8 years. I have found the quality of advice and the service provided by Andy and the team at Glendinning’s to be of a very high standard. This gives me confidence for my future and helps me to really enjoy my retirement knowing my financial affairs are in safe hands."
Ben Fawcett, Woodhall Spa
"Our firm have used Glendinning's for over 5 years and have always been impressed with their professional and competitive approach to all aspects of our insurance. They have also helped to develop staff retention schemes through added value Employee Benefit solutions. In addition they also look after our key staff in regard to personal planning and investment strategies."
John Card, Chief Executive Officer, Hereford
About us

JM Glendinning Financial Services Ltd are Independent Financial Advisers and have been advising companies and private clients for over 40 years.

Our clients have access to an experienced team of highly qualified financial advisers and a dedicated support team at our offices in Guiseley. Our first meeting is with no obligation on your part, where we find out more about your needs and objectives and determine whether we can add value.

Our services

We provide comprehensive financial planning advice to individuals, and corporate advice to companies including;
- Pension Freedom options at retirement
- Investment Advice & Wealth Management
- Retirement Planing
- Cashflow Planning
- Shareholder/ Partnership Protection & Key Employee insurance
- Employee Benefits
- Workplace Pensions and Auto Enrolment.
Our fees are transparent and fair and we offer a number of solutions to meet different clients needs and objectives.

Where to find us
Head office address: Elmwood House, Ghyll Royd, Guiseley, West Yorkshire, LS20 9LT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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