“Some kind words from a few existing clients about their experience of our financial planning advice and services.”
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.”
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.”
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.”
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!”
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.
Glennan Wealth Management
114 Wellington Street,
Tel: 0113 388 4885
Fax: 0333 344 9425
Get In Touch
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.