At the end of July 2021 after over 30 years of working in the financial services industry, James moved on to a well-earned retirement – and chose for his business to be adopted by Lee Glennan of Glennan Wealth Management.
“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.”
Peace of Mind
Everybody has genuine concerns about what’s right and what’s wrong when it comes to investing for the future.
How much risk do I need to take?
How long will my money last?
What if my circumstances change?
What about the taxman?
When can I retire?
Will I be able to live the life I want to live when I retire?
At Glennan Wealth Management Chartered Financial Planners Limited it’s our job to answer these questions.
It’s about working together over the years, making plans and then amending them if necessary, so that you get to where you want to be financially, when you want to be there.
To give you peace of mind, to give you financial security, no matter what happens.
Glennan Wealth Management is authorized and regulated by the Financial Conduct Authority. FCA Number 599267 | Registered Address: PO Box B30, 35 Westgate, Huddersfield, West Yorkshire HD1 1PA. Company Number 08416853.