Glennan Wealth
Testimonials

Management

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Testimonials

“Some kind words from a few existing clients about their experience of our financial planning advice and services.”

“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

“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

“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 & Liz Binns

“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

“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

“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

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

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

GWM Financial

Glennan Wealth Management

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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.