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Lee Glennan

Lee Glennan

Founder

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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:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Pension transfers

My qualifications:

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Chartered Financial Planner

My charging model:

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Ongoing % fee