Lee Glennan
Founder
West Yorkshire
About me
Lee Glennan is a Financial Planner and IFA, currently practicing in his own boutique wealth management business and serving the needs of around 100 client families. He has worked in face to face financial advice for over thirty years and is passionate about financial planning and helping clients to ‘live their best lives’. Lee is a Chartered and Certified Financial Planner and a pensions specialist focussing on the ‘at retirement’ market. He’s 51 and married with three daughters (and a female dog!).
My details
I like helping people on:
Pensions - Approaching retirement
Pensions – Getting started
Pensions – Retired
Pension transfers
My qualifications:
Chartered Financial Planner
My charging model:
Ongoing % fee