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