INVESTMENTS

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.”

Investments

“Investment And Portfolio Planning – Making Your Money Work Harder And Smarter”

Creating and maintaining the right investment strategy plays a vital role in securing your financial future.

However, with so many investment funds and options available it can be difficult to choose the right product and funds that best suit you.

Taking your own individual circumstances and specific financial aims into account, we can help you in creating and managing a personal portfolio of investments.

Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive & bespoke investment solutions and ongoing service to help you achieve your financial goals.

The value of investments can fall as well as rise. You may get back less than you invested.

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.