Financial Advisers (Independent) in Leeds (West Yorkshire)
West One,
114 Wellington Street,
Leeds
West Yorkshire
LS1 1BA
Landline: 0113 38... 0113 388 4885
Fax: 0113 20...
Monday to Sunday: 9am - 5:30pm
Enter a brief description of your business
We assist our clients in making a comprehensive financial plan and then help them to arrange their investments in order that they might achieve it.
Our approach is quite different from that of most wealth managers: it places the interests of our clients above all else. We provide our services on a fee-only basis, which enables us to offer truly impartial advice and entirely independent best-in-class product choice to our clients.
Our robust and disciplined approach to investing is derived from Nobel-Prize winning tools that help us to formulate and test high quality investment solutions.
We're 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 delighted with this new accreditation.
Give Glennan Wealth Management a call today to see how we can help you to identify, plan and then prepare to “Live Your Best Life".
2013
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At Glennan Wealth Management we have an initial 5 step process Step 1: Discovery Meeting Step 2: Financial Planning Meeting Step 3: Mutual Commitment Meeting Step 4: 50 Day Follow Up Meeting Step 5: Annual Review Meeting See our website for more d
We have an 8 Step Process Step 1 Investment Planning Step 2 Risk Modelling Step 3 Asset Allocation Step 4 Assess Current Situation Step 5 Other Investment Criteria Step 6 Transfer Analysis Step 7 Transfer Administration Step 8 Monitoring & Reporti