After more than 30 years in the industry, James decided the time was right (in mid-2021) to follow the path he'd led many of his clients to over the years, that of retirement. Wanting to make sure that all his remaining clients continued to receive the very best advice and service as long as they needed it, he approached a fellow trusted financial advisor and friend Lee Glennan of Glennan Wealth Management to adopt his business.
Amongst his personal accreditation's Lee is a Fellow of the Personal Finance Society, a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Financial Planner, a Chartered Wealth Manager and a Certified Financial Planner.
Amongst his personal accreditation's Lee is a Fellow of the Personal Finance Society, a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Financial Planner, a Chartered Wealth Manager and a Certified Financial Planner.
Services
Everybody has genuine concerns about what's right and what's wrong when it comes to investing for the future. At Glennan Wealth Management Chartered Financial Planners Limited it's our job to answer these questions. It's about working together over the years, making plans and then amending them if necessary, so that you get to where you want to be financially, when you want to be there.
Not having a direction, not having a goal, not knowing where you are going, it's all the same. You go nowhere. You can never get "there, " can never arrive anywhere, because you don't really have a destination. Without direction, without a destination, without a goal, how do you pick a direction, choose a road, or plot a course to get there.
If you're still working towards retirement and are interested to see if your existing plans are performing well and have cost effective charging structures, then we can provide a full pension performance review. If you have already reached the stage where you wish to start to enjoy the rewards of your retirement savings, then we can help you to get the very most from them.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. However, with so many investment funds and options available it can be difficult to choose the right product and funds that best suit you. Taking your own individual circumstances and specific financial aims into account, we can help you in creating and managing a personal portfolio of investments.
If you're an employer either approaching your staging date, or now coming up to your first review, then we understand that the whole Auto Enrolment process can be a stressful one. The legislation and technicalities surrounding the reforms can be confusing, but we can help you make sense of the legislation and advise on how best to fit this into your business processes and plans.
Reviews (3)
Paul Thompson
Nov 13, 2017
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James has been advising me on retirement planning. He has an approach that I haven't come across before because the emphasis isn't on pensions, it's on what sort of lifestyle you want to enjoy and then on how he can help you to achieve that. It's a very different and refreshing way to look at it.
He is able to explain complex things in layman's terms so that they are easy for me to understand and he uses the latest software and technology to illustrate different scenarios and potentail outcomes which make our discussions more meaningful and supports decision making.
James always conducts himself
He is able to explain complex things in layman's terms so that they are easy for me to understand and he uses the latest software and technology to illustrate different scenarios and potentail outcomes which make our discussions more meaningful and supports decision making.
James always conducts himself
Margaret Thompson
Oct 08, 2017
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I have had a long term relationship with James that has been based on trust and mutual respect.
He has always been sensitive to my needs and takes my own individual circumstances and specific financial aims into account.
I receive ongoing advise to ensure my aims and objectives are achieved and my income and capital needs are met.
I have no hesitation in recommending James Glasheen to anyone.
He has always been sensitive to my needs and takes my own individual circumstances and specific financial aims into account.
I receive ongoing advise to ensure my aims and objectives are achieved and my income and capital needs are met.
I have no hesitation in recommending James Glasheen to anyone.
Philip Heywood
Jun 15, 2017
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