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 are ‘at retirement’ planning specialists and aspire to provide a truly personalised ‘financial concierge’ service to our clients, often working with their existing professional advisors, particularly in accountancy and law, to provide a fully integrated advice service.
We also provide a full financial advisory and investment management service to companies, trusts and charities through our subsidiary, GWM Corporate Financial Services.