At Retirement, the advice needed is essential as the options available are wide and varied. Many of which are irreversible once selected, such as signing up to an annuity
Vance Financial Management offer an extensive range of advice with pension planning depending on when you start your plan.
Arranging care for yourself or a member of your family can be a complicated process as well as being very emotional. There’s a lot to consider, and the process can feel overwhelming if you don’t have the right assistance to find the best possible care for you or your loved one.
Ensuring adequate money is available for immediate daily needs as well as a reserve being set in place are just a couple of fundamental principles that are prerequisites to investing any sum of money.Investment.
Meet Our Dedicated Team We are here for you to make better financial decisions Director & Financial Adviser David Vance David Vance is the founding Director of Vance Financial Management. David has a vast amount of experience in financial management specialising in investments and pensions. David began his career in financial planning in 1995 with […]
Testimonials David is helping me reach my financial goals. His knowledge of pensions and other financial products is immense. The value of my pension now is way beyond my expectations – thanks to David’s advice. Mr M. S. Retired I was introduced to David Vance, the Director of Vance Financial Management – just prior to […]
Why Take Financial Advice Before you can determine what the value in paying for professional advice is, you must first understand what a financial adviser can do for you. Financial advisers help set and assess appropriate, realistic and manageable financial goals. So why should you pay for an adviser when you manage your own money, […]
Our Process Meeting You We’ll meet with you virtually or at our office in Glasgow. During the course of this initial meeting you’ll find out how our financial advisers work and explore what they will be doing for you. It’s necessary for the adviser to take proof of identity and proof of address at this […]
Our Belief Your Trust is Valuable and Worth Protecting Accountability is a key part of our business, there’s no surprises for you. We believe in complete transparency, straight answers and an ethical approach to work. That ‘Good Enough’ is Not Good Enough Our approach is meticulous… It’s Dishonest to Recommend You Something You Don’t Need […]
Our Promise to You Honest Assessments We only take on clients when we’re sure we can help them with their finances. If we can’t help you, we won’t try but we will point you in the right direction. Tailored Strategy We assess your needs and wants to create a tailored offering that it suitable for […]