After 18 years working in the Financial Services Industry I launched my Partner Practice in 2025. I pride myself on providing a first class service to clients, underpinned by honesty and integrity. I am approachable, hard working and professional and would love to hear from anyone who may think I can help them in any way.
After 18 years working in the Financial Services Industry, I decided to make a huge leap and follow a life long ambition to open my own business. After an intense 5 months acquiring the required Industry Qualifications and 3 months in the St. James's Place Financial Adviser Academy, I launched my Partner Practice, J A Gledhill Financial Planning, in April 2025. I have to say that I only wish I had done this sooner, its been a fantastic journey and I look forward to interacting with and helping clients every day.
I am currently a sole Financial Adviser so all Clients deal directly with myself, although I have both Admin and Paraplanning Support in place to assist me with some of the back office work. I take this approach as it means I can spend more time meeting current and prospective Clients, the bit I absolutely love. I intend to grow this business organically over time and one day in the not too distant future open premises on a high street near you. I hope to bring in Advisers to work alongside me to increase our capacity to help more Clients and also take on Support Staff myself to bring Practice Management, Admin and Paraplanning all under one roof.
At J A Gledhill Financial Planning our goal is simple, to be there for any Client, existing or prospective, when they need us and offer a first class service. I want to build long term relationships with Clients, providing them with personalised and bespoke Planning. This approach is underpinned by our foundations of Honesty and Integrity, values I am unwavering on.
We offer an excellent wealth management service which will help you achieve your goals
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 29/05/2025
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.