RETIREMENT PLANNING

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.”

Retirement Planning

“Reviewing your pension investment portfolios and planning towards retirement”

If you’re still working towards retirement and are interested to see if your existing plans are performing well and have cost effective charging structures, then we can provide a full pension performance review.

If you have already reached the stage where you wish to start to enjoy the rewards of your retirement savings, then we can help you to get the very most from them. Options at this time can include phased retirement, drawdown and annuity purchase – and we can also advise on your investment and planning choices at this point.

Either way, ongoing advice, service and reviews are vital to ensure your aims and objectives are achieved and your income and capital needs are met.

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.