Client Services Consultant
Glynn Bartley
FPFS
Introducing Glynn
Glynn has over 35 years’ experience in the Financial Services industry and has achieved professional qualifications to the highest level, including Chartered Financial Planner status and Fellow of the Personal Finance Society (FPFS).
Prior to Financial Services, Glynn began his career with a firm of Chartered Accountants before joining Taylor Patterson Financial Planning in 1984. During his 35-year tenure at the company, he became a shareholder, board member and company director.
Whilst at Taylor Patterson, Glynn was responsible for the implementation of strategy and day-to-day running of the Wealth Management business. Glynn built the Wealth Management team from scratch to become one of the most successful WM operations in the North West.
Glynn now operates as a Client Services Consultant at Becketts. His key role is to oversee client relationships at Becketts – to ensure clients receive the best possible service from the Becketts team of Chartered Financial Planners and to bring his vast experience and knowledge into the company’s planning and management services.
I have been with Becketts now for about 15 months and feel my pension has been soundly invested and performing very well in these challenging times. Dominic is very professional and knowledgeable. I would fully recommend them if you need a financial advisor.
A very professional service and excellent knowledge of financial markets, providing advice on a range of investments. What makes Becketts stand out is the ‘no hard sell’ approach or pressure in making any decisions immediately. Just good, honest advice.
Excellent service – I used Becketts to administer my late mother’s investments and had a faultless experience. The fund achieved such a good performance that all her carehome costs were covered by the gains achieved. This was exactly the brief I gave them at the beginning of the investment process.
Highly professional with excellent communication; applying patience, consideration and understanding to individual needs. Highly recommended.
Glynn's likes
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MUFC
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Keeping fit
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Travel and sun-seeking
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Rock music
Glynn's dislikes
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Poor service
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Rival football clubs
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Being late
Glynn's top trumps
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Years in industry
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Pension knowledge
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Dorian Gray rating
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Sun-seeking skills
