Galleon Wealth Management Ltd
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
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.
-
FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.