A Comprehensive, Bespoke Financial Planning Service

After more than 30 years in the industry, James decided the time was right (in mid-2021) to follow the path he’d led many of his clients to over the years, that of retirement.

Wanting to make sure that all his remaining clients continued to receive the very best advice and service as long as they needed it, he approached a fellow trusted financial advisor and friend Lee Glennan of Glennan Wealth Management to adopt his business.

Amongst his personal accreditation’s Lee is a Fellow of the Personal Finance Society, a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Financial Planner, a Chartered Wealth Manager and a Certified Financial Planner.

“I have known Lee and the Team at Glennan Wealth Management both personally and professionally for the best part of 20 years and that is why I have absolutely no hesitation in recommending their services to my clients.”