Galleon Wealth Management Ltd

Independent Financial Adviser 67 Beech Road, Rushmere St Andrew, Ipswich, Suffolk, IP5 1AP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Wherever a client or business may be in their financial lifecycle we can assist them. Successfully navigate your financial future.
We can advise you on
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
Ray Pettitt Dip PFS
IFA
Where to find us

67 Beech Road, Rushmere St Andrew, Ipswich, Suffolk, IP5 1AP

Contact us
About us

Galleon Wealth Management Ltd provides bespoke, face to face independent advice to both individual and business clients, whether this is by way of wealth creation, consolidation or preservation. It may be to assist them with their investment portfolio, retirement planning, estate and tax planning or even a combination of these.

Wherever a client or business may be in their financial lifecycle we can assist them on an ongoing basis by working with them to help manage their financial requirements in order that they can achieve both their immediate financial goals and future aspirations, allowing clients to create financial independence for both themselves and their families.

By taking the time to understand what their financial objectives are and developing this financial relationship we can deliver the appropriate solution for them, giving them the right advice at the right price at the right time.

We aim to be friendly, approachable and try to avoid using jargon by explaining matters in plain English.

Galleon Wealth Management, helping you successfully navigate your financial future.

Our services

We aim to be friendly, approachable and try to avoid using jargon by explaining matters in plain English. By taking the time to understand what financial objectives are we help clients to create financial independence for both themselves and their families.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000

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