Glennan Wealth Management

Financial Advisers (Independent) in Leeds (West Yorkshire)

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West One,
114 Wellington Street,
West Yorkshire

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Contact Numbers


Opening hours

Monday to Sunday: 9am - 5:30pm

Key Services

financial planning, investment management, retirement planning


  • Helping You Identify, Plan & Live Your Best Life
  • Chartered Financial Planning Firm in Leeds
  • CISI Accredited Financial Planning Firm
  • Financial Planning & Investment Management
  • Nobel Prize Winning Evidence Based Investing
  • Protection and Insurance Products
  • Corporate Financial Planning and Investments
  • Education, Estate and Tax Planning

Enter a brief description of your business

Glennan Wealth Management are Independent Financial Advisors & Chartered Financial Planners situated in Leeds, West Yorkshire. The company was established in 2013 to provide a highly personalised, financial planning & wealth management service to a limited number of client families, predominantly based in the North of England, but now servicing clients across the UK.

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".

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Products and Services

Financial Planning

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

Financial Planning

Wealth Management

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

Wealth Management

We offer these services

  • Wheelchair access
  • gallery
  • website
  • twitter
  • Customer Service / Helpline
  • Free Quotes
  • Customer Toilets

We offer these payment methods

  • Bank Transfer

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