Glennan Wealth
Who We Are
Management
Who We Are
“Our starting point is always to produce a lifetime cashflow forecast for our clients. This is fundamental as no investment decisions can be taken until we know that a person won’t run out of money in their lifetime and that the lifestyle they aspire to live is affordable.”
Financial Planning For Life
Glennan Wealth Management Limited is a boutique wealth management company based in West Yorkshire, and serving clients across the UK.
The company was founded in 2013 by Lee Glennan, an experienced & highly qualified Certified and Chartered Financial Planner, with over 30 years’ experience in delivering ‘face to face’ financial advice to clients.
Many of these have been as a director in a number of IFA firms, before finally fulfilling his vision of creating a deep, life planning-type client experience within his own family business.
Glennan Wealth Management is a Chartered Financial Planning Firm and an Accredited Financial Planning Firm.
Currently, there are only 65 firms in the UK (out of over 5200 registered financial advisor firms) that have both designations – and GWM is one of just seven in the North of England.
In its short history GWM has been recognised as a ‘Top 100′ firm in the UK by the respected financial publication New Model Advisor – part of the Citywire publishing house – for the last five consecutive years!
Lee Glennan – FPFS CFP™ Chartered FCSI
Founder & Managing Director
A proud Yorkshireman born and bred, Lee lives with his wife Ruth and three daughters in Mirfield, a few miles from where he grew up in Dewsbury.
When he’s not working, Lee makes the very most of the valuable time he has to spend with his still young family. He also enjoys the occasional round of golf and plays the guitar though unfortunately to a rather poor standard in both cases!
In keeping with his thoughtful, mindful approach to life planning with his clients, Lee has developed strategies to improve his outlook on life and his relationship with clients, including becoming a practitioner in ‘transcendental meditation’.
“When you live in a house with four ladies, having a way to relax and some peaceful downtime is important!” he says. “Keeping a calm approach allows me serve my clients better.”
Professional Memberships & Qualifications
Chartered Financial Planner, Certified Financial Planner, Chartered Wealth Manager, Fellow of the Personal Finance Society, Chartered Fellow of the CISI, Society of Trust and Estate Practitioners Certificate for Financial Advisers
Stuart Symons
Head of Technical and Research
Stuart has a degree in Civil Engineering but has worked in financial services for almost 20 years. He is a very experienced paraplanner who also has the Chartered Financial Planner & Certified Financial Planner accreditation’s to his name. He is also an Accredited Paraplanner.
He does a lot of the technical reporting & research for the firm and working together with Lee they make an excellent team. Stuart is highly regarded in our industry and we – and our clients – are very lucky to have him.
Ruth Glennan
Director of Client Services
Every business owner will know that client relations and administration are at the very core of its success.
Ruth also has 20 years experience of working in the financial services industry and was the Operations Director for a company that she and Lee previously owned.
If you’re a prospective new client looking to get in touch then there is a good chance it will be Ruth that first sets the tone for our relationship that will hopefully last many years.
Stuart Symons
Head of Technical and Research
Stuart has a degree in Civil Engineering but has worked in financial services for almost 20 years. He is a very experienced paraplanner who also has the Chartered Financial Planner & Certified Financial Planner accreditation’s to his name. He is also an Accredited Paraplanner.
He does a lot of the technical reporting & research for the firm and working together with Lee they make an excellent team.
Stuart is highly regarded in our industry and we – and our clients – are very lucky to have him.
Ruth Glennan
Director of Client Services
Every business owner will know that client relations and administration are at the very core of its success.
Ruth also has 20 years experience of working in the financial services industry and was the Operations Director for a company that she and Lee previously owned.
If you’re a prospective new client looking to get in touch then there is a good chance it will be Ruth that first sets the tone for our relationship that will hopefully last many years.
We Are A CISI Accredited Financial Planning Firm™
Glennan Wealth Management is very proud to announce that we are now a CISI Accredited Financial Planning Firm™.
We have worked hard to demonstrate the highest professional standards in financial planning services and advice and, as we’re always striving to deliver the highest levels of quality service for our clients, we’re very happy with this new accreditation.
“I am really proud to see our little, Yorkshire-based family practice join such prestigious company in becoming the UK’s 76th Accredited Financial Planning Firm™!
It’s a great pleasure to work in such a wonderful profession. What success we have had has been due, in no small part, to the kindness, generosity and encouragement of our peers.”
– Lee Glennan, Managing Director
What Is the CISI Accreditation?
CISI is the professional body for financial planners in the UK. Those looking for financial planners should look for Accredited Financial Planning Firm™ as the hallmark of quality, as it is the only globally recognised standard of professionalism in financial planning.
In order to achieve CISI accreditation, we have had to meet the following, strict criteria and must continue to do so in future to retain accreditation:
- We must ensure clients always receive excellent service
- We must demonstrate our commitment to the CISI’s Code of Conduct
- We must continue to retain fully qualified staff, certified professionals trained to an advanced level.
What Does This Mean for You?
As a client of Glennan Wealth Management, this accreditation should reaffirm that we work to the highest professional standards, always ensuring that we act with your best interests at heart. We continue to dedicate ourselves to developing your financial plan with the aim of reaching your financial goals and allowing you live your desired lifestyle.
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
Get In Touch
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.