The GL Passport
Your Journey Starts Here
Financial Planning. The Proper Way.
The GL Passport offers values based planning, taking you through a growth process which results in a financial plan engaged with purpose, regularly reviewed and mapped to your life goals. The GL Passport represents a journey that has five distinct stages to it:
Purpose > Planning > Advice > Behaviour > Progress
There’s an old saying that “simplicity is the new sophistication”. At GL Integrity we know that there can be a lot of complexity involved in setting the right course, but the five stages of the GL Passport will remove the complexity.
“Andrew helped me focus on what is important to me and necessary to achieve my plans and vision of the future. I look forward to working with Andrew over the years ahead.”
-Dr. Trevor Lever, TLC Consulting (Sales & Marketing Training & Consultancy)
Bristol & Bath Science Park
Dirac Crescent
Emersons Green
South Gloucestershire
BS16 7FR
Tel
+44 (0)117 457 1660
Website
glfinancial.co.uk
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GL Integrity Financial Planning Limited is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. GL Integrity Financial Planning Limited Registered Office: 8 Queen Square Bristol BS1 4JE. Company Registered in England and Wales No. 5814248
