Glennan Wealth Management are an Independent Financial Advisor Firm based 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 - although we now have clients across the whole of 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. We help with minimising the tax they pay throughout their lives and when passing down their wealth to future generations. We are 'at retirement' planning specialists and aim 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. And 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 very happy with this new accreditation.