Galleon Wealth Management Ltd

Independent Financial Adviser  67 Beech Road, Rushmere st andrew, Suffolk, IP5 1AP
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Ray Pettitt Dip PFS
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

Where to find us
Head office address: 67 Beech Road, Rushmere St Andrew, Ipswich, Suffolk, IP5 1AP
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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