“A Boutique Wealth Management Company Based In West Yorkshire”
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.
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.
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.
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.
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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.
Contact Details
LEEDS OFFICE
Glennan Wealth Management
West One,
114 Wellington Street,
Leeds,
West Yorkshire.
LS1 1BA
Tel: 0113 388 4885
Fax: 0333 344 9425
Email: info@gwmfinancial.co.uk
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Accreditations
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.