J.M. Glendinning Financial Services Limited

Independent Elmwood House, Ghyll Royd, Guiseley, West Yorkshire, LS20 9LT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
We aim to deliver solutions which meet our clients needs and objectives, and then we monitor the progress.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Neil Davies Dip FA
Financial Planner
Andy Chapman
Independent Financial adviser
Andrew Pyrah
Chartered Financial Planner (Later Life Specialist)
Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser
adviser-person
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
Where to find us

Elmwood House, Ghyll Royd, Guiseley, West Yorkshire, LS20 9LT

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0