Glennan Wealth Management Ltd

Independent Financial Adviser Glennan Wealth Management Limited, 114 Wellington Street, Leeds, West Yorkshire, LS1 1BA
FCA verified
22nd October 2018
Helping our clients identify, protect and maintain their desired lifestyles before, into and throughout their retirements
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Lee Glennan
Chartered & Certified Financial Planner
Where to find us

Glennan Wealth Management Limited, 114 Wellington Street, Leeds, West Yorkshire, LS1 1BA

About us

Glennan Wealth Management aims to provide a superior financial planning and investment management service to a limited number of private clients based in the North of England. All financial planning advice is provided by the principle, Lee Glennan who is both a Chartered Financial Planner and a Chartered Wealth Manager as well as being a Certified Financial Planner and Fellow of the Personal Finance Society. The Company is both Chartered by the Chartered Insurance Institute and Accredited by the CISI one of very few firms in the North of England to be similarly recognised. Lee has been providing face to face financial advice to clients for over 25 years and is most often appreciated for being able to explain complex sounding financial industry jargon into easy to understand layman’s language.

Glennan Wealth Management are a friendly, family based practice and provide a full range of financial services though they specialise in pensions and retirement planning and investment management. We won’t seek to engage with any new clients until we are sure that we can add significant value to the relationship.

Our services

We are able to present our clients with simple straightforward advice, delivered in plain English. By understanding what our clients want to do with the rest of their lives we can help them create their own ‘Financial Plan’ that will give them a framework from which to enjoy their wealth without fear or worry, happy in the knowledge that they won’t run out of money and what money they don’t require can be passed down to future generations. The ongoing nature of our service ensures that if their circumstances change, our clients can adapt their financial plan to suit.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000

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