“A Boutique Wealth Management Company Based In West Yorkshire”

PLEASE NOTE: Glennan Wealth Management Ltd Was Acquired By Another Financial Services Company At The End Of 2023 & The Website Switched Off In Late 2024. This Shows How It Used To Look When Live.

What We Do

At Glennan Wealth Management we help our clients identify, achieve and maintain their desired lifestyles, without fear of ever running out of money, for the rest of their lives.

We do this by helping them to create a financial plan, tested using sophisticated financial planning software, and built on cautious assumptions to ensure that the resources they have are sufficient to provide the lifestyle they want to live. We then help them to arrange their investments and assets accordingly, as well as helping them to minimise the tax they pay throughout their lives and when ultimately passing down their wealth to future generations.

We are ‘at retirement’ planning specialists and aspire to provide a truly personalised ‘financial concierge’ service to our clients, often working with their existing professional advisors, particularly in accountancy and law, to provide a fully integrated advice service.

We also provide a full financial advisory and investment management service to companies, trusts and charities through our subsidiary, GWM Corporate Financial Services.

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How We Do It

Our proven investment techniques are founded in science.

Our approach is quite different from that of most wealth managers: It is based fundamentally on an evidence based solution and gives our clients access to a highly diversified and low cost suite of portfolios.

Much of the investment industry ignores academic research, relying instead on a blinkered belief that armed with enough information, sophisticated software and the sharpest minds, they can beat the market and get well paid for their efforts. An evidence-based investor has science on their side, giving them peace of mind and, over time, higher expected returns.

Our philosophy is to treat investing as the long term lending of money to capital markets with the expectation of receiving an inflation beating return on the capital employed.

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Who We Are

Glennan Wealth Management Ltd was established in 2013 to provide a highly personalised, wealth management service to a limited number of client families, predominantly based in the North of England.

Founder and Managing Director Lee Glennan has worked in the financial services industry giving face to face advice to clients for almost 30 years. Amongst his personal accreditation’s Lee is a Fellow of the Personal Finance Society, a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Financial Planner, a Chartered Wealth Manager and a Certified Financial Planner.

The company itself has been designated as a Chartered Financial Planning Firm by the Chartered Insurance Institute and is currently one of only 65 Accredited Financial Planning Firms in the UK, as awarded by the Chartered Institute for Securities and Investment.

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Lee Glennan has been our Financial Adviser for the past seven years. During that time we have experienced that his services are outstanding technically with, for example, excellent financial planning tools.

In addition, his approach emphasises transparency in easy to understand language that enables effective decision making. Lee is always ready to go the ‘extra mile’, provide complete and open communications and first class support that often exceeds expectations.

Most importantly, he works on a basis of mutual trust that ensures high levels of confidence and the feeling that ‘he is on our side’. Lee Glennan is an exceptional financial adviser and has an excellent sense of humour. It is a pleasure to work with him.

Dennis and Brigid Martin – SME owners

Lee Glennan has been my financial planner for around ten years now and has helped me manage my pension investments throughout that time. His advice has always been sound and pragmatic and the value of my fund has grown better than I expected in the current financial climate.

He also understands that life is for living, and helps to manage my pension drawdown contract to match lifestyle changes as you age, whilst retaining sufficient value in the fund and ensuring that I don’t run out of money!

Mr E. Mackay
Sales & Marketing Director and Investor

We have been involved with Lee for the last three years or so and in that time we have found him to be approachable and very personable. In our meetings he has always given the time needed to answer our questions and explain clearly (at our level) the various options we have for investments and pension planning, and the way our investments would work for us in a variety of scenarios.

He has always been clear and up-front about the costs and other issues associated with our financial planning. Whenever we have had a question he has responded very quickly to our email or telephone enquiries. His proactive approach makes us feel very confident in the service that he is providing for us.

Nick & Jane Wilson

We have found the Financial Planning and Investment Management service offered by Lee to be of great benefit in enabling us to arrange our financial affairs and plan for the future with confidence.

Steve Lavender MBE; FInstNDT; BSc.
Joint Managing Director – Lavender International NDT Consultancy

Shortly before our retirement we were recommended to Lee by a friend of ours who was one of his existing clients. His advice at that time was invaluable and we have continued to benefit from his support.

His annual review of our finances are always welcome and we feel that his informal and friendly manner do not in any way detract from his attention to detail.

David and Liz Binns

Lee has been extremely helpful to us both since our retirements. He is very good at explaining matters in plain English. Lee has kept our finances on an even keel whilst encouraging us to live life to the full.

He is very personable and approachable, and it feels as if nothing is too much trouble for him. It is always easy to get hold of Lee if necessary, and we actively look forward to our annual meetings.

Sue Mearns & Jean Gordon

Lee has managed my investment portfolio for 10 years now and I have been very pleased with its performance. He is knowledgeable on matters when I have questions and gives sound advice on financial planning.

I trust him implicitly and can rely on him to inform me when decisions need to be made, most of which he can however make on my behalf given that that is his expertise.

Mr C.D. Redfearn

Lee Glennan has been our Financial Adviser for the past seven years. During that time we have experienced that his services are outstanding technically with, for example, excellent financial planning tools. Lee is always ready to go the ‘extra mile’, provide complete and open communications and first-class support that often exceeds expectations. Most importantly, he works on a basis of mutual trust that ensures high levels of confidence and the feeling that ‘he is on our side’. Lee Glennan is an exceptional financial adviser and has an excellent sense of humour. It is a pleasure to work with him.

Dennis and Brigid Martin – SME owners

Lee Glennan has been my financial planner for around ten years now and has helped me manage my pension investments throughout that time. His advice has always been sound and pragmatic and the value of my fund has grown better than I expected in the current financial climate.

He also understands that life is for living, and helps to manage my pension drawdown contract to match lifestyle changes as you age, whilst retaining sufficient value in the fund and ensuring that I don’t run out of money!

Mr E. Mackay
Sales & Marketing Director and Investor

We have found the Financial Planning and Investment Management service offered by Lee to be of great benefit in enabling us to arrange our financial affairs and plan for the future with confidence.

Steve Lavender MBE; FInstNDT; BSc.
Joint Managing Director – Lavender International NDT Consultancy

Shortly before our retirement we were recommended to Lee by a friend of ours who was one of his existing clients. His advice at that time was invaluable and we have continued to benefit from his support.

His annual review of our finances are always welcome and we feel that his informal and friendly manner do not in any way detract from his attention to detail.

David and Liz Binns

Lee has been extremely helpful to us both since our retirements. He is very good at explaining matters in plain English. Lee has kept our finances on an even keel whilst encouraging us to live life to the full.

He is very personable and approachable, and it feels as if nothing is too much trouble for him. It is always easy to get hold of Lee if necessary, and we actively look forward to our annual meetings.

Sue Mearns & Jean Gordon

Lee has managed my investment portfolio for 10 years now and I have been very pleased with its performance. He is knowledgeable on matters when I have questions and gives sound advice on financial planning. I trust him implicitly and can rely on him to inform me when decisions need to be made, most of which he can however make on my behalf given that that is his expertise.

Mr C.D. Redfearn

Our 5 Step Process

At Glennan Wealth Management we have a 5 step process for all of our clients as we take them on their financial journey.

This process begins with an initial meeting and ends with an annual planning meeting – making sure that everything from risk to investment strategy is covered.

Click on the image to watch our short video to find out more…

Budget 2023

In March 2023 Chancellor Jeremy Hunt delivered a ‘Budget for Growth’ after the Office for Budget Responsibility forecast a stronger than expected performance from the UK economy with inflation continuing to fall. But what does it mean for you?

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Can We Help You Live YOUR Best Life?

 
We would be delighted to meet with you to see how we may be able to help in achieving your financial and lifestyle aspirations. We will not engage with clients unless we are certain that we can add significant value. In this respect all initial meetings are always at our expense and no fees are ever charged until all parties are agreeable to working together.

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Contact Details

HEAD OFFICE

A Financial Services Company
101 Any Street,
Anytown,
Any County.
GW1 7TD

Tel: 0123 456 7890
Fax: 0333 456 7890

Email: info@gwmltd.customology.co.uk

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