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.”
Personal Finances Checklist
“Download & complete to help deal with your affairs should you lose mental capacity or die.”
This Personal Finances Checklist is a document that allows you to keep all your important financial information together in one place.
Once completed you can either print it off and keep it somewhere safe, or save it on to your computer and share a copy with whomever you wish.
You can download and print off a copy of the PDF Document and complete it by hand, or choose the Digital Form to complete directly on your computer. You can then save it to your device and print it off afterwards.
Click on the button below for you preferred choice.
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.