PIECING TOGETHER YOUR PLAN
About Jim Clancy
Jim has 36 years within the financial service sector. His experience has been in all areas of the industry; including Insurance Companies, Direct Sales and Large International Brokers before staring up his own practice in 1992. In 1994 Jim was on the team that won the inaugural Institute of Financial Planning Team Challenge. He is currently the chairman of the North East branch of the IFP.
About Access WM
Access Wealth Management (AWM) has three Appointed Representatives that work in close partnership along the principles of a Barristers Chamber. Recently, to add strength to the investment process they have set up an arrangement with a Discretionary Fund Manager. Access Wealth Management control all the aspects of the asset allocation policy via it’s own Investment Committee. Minutes, fund performance reports and economic forecasts from it’s Investment Committee meetings are available to all our clients to view online via the customer login section.