At Glennan Wealth Management we help our clients identify, achieve and maintain their desired lifestyles, without fear of ever running out of money, for the rest of their lives. We do this by helping them to create a financial plan, tested using sophisticated financial planning software, and built on cautious assumptions to ensure that the resources they have are sufficient to provide the lifestyle they want to live.
We then help them to arrange their investments and assets accordingly, as well as helping them to minimise the tax they pay throughout their lives and when ultimately passing down their wealth to future generations.
We then help them to arrange their investments and assets accordingly, as well as helping them to minimise the tax they pay throughout their lives and when ultimately passing down their wealth to future generations.
Services
Surprisingly little of our discussions with clients are about finances. Money is often secondary. It's more what you can do with it and the security of knowing you've got enough to last the rest of your life that's most important. We help our clients to identify the best lives they want to live - and then help them create a plan to achieve it.
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. Glennan Wealth Management Limited is a boutique wealth management company based in West Yorkshire, and serving clients across the UK.
Our proven investment techniques are founded in science. Our philosophy is to treat investing as the long term lending of money to capital markets with the expectation of receiving an inflation-beating return on the capital employed. We can't tell you where the stock market is going to be next week, next month, or next year.
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.
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