Margery Gledson

Financial Planner

t: 0191 244 2534​​
m: 07831 652 059

I have been advising and coaching clients on their finances for nearly twenty years. Working with clients I find out what is important to them then I put a plan in place to create and protect their wealth. Proper Financial Planning is the process of helping clients to identify, achieve & maintain their desired lifestyle without the fear of running out of money whatever happens. I help clients identify the life they want to live giving them Financial Security, Peace of Mind, Less Worry, Choices & Freedom.


Lifestyle Planning
Business Protection including Directors Loans, Shareholder, Key Man
Cash Flow Modelling,Family Protection
Long Term Care Planning
Investment Planning including asset allocation
Retirement Planning
Asset Protection & Preservation including Will Planning
Mortgage Advice
Equity Release
Independent Financial Advice for Professional Women