AUTOMATED ADVICE

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.”

Automated Advice Service

“The straightforward & affordable way to invest into an ISA or General Investment Account”
These days, we are all more aware of the need to provide for our financial futures, and to fit in with our busy lives, we’re increasingly comfortable with researching and buying products online.

If you’re looking for a straightforward, affordable way to invest into an ISA or a General Investment Account, and have decided that you don’t want face to face advice, then using our Personal Finance Portal may be the answer.

Unlike direct to consumer investment sites, our Personal Finance Portal comes with the full protection of regulated advice, so you can be safe in the knowledge that you are protected and can always speak to us if you wish.

What’s more, you’ll benefit from an easy to use automated process to ensure that your investments are matched to your own personal preferences and requirements.

Online Automated Advice At James Glasheen Financial Planning Ltd Huddersfield

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.