Glennan Wealth Management is a small firm committed to the highest standards, with all client-facing staff being chartered and certified financial planners.

All clients are invested in ESG-tilted portfolios, and the firm ensures they understand the rationale behind this investment philosophy. It provides all clients with a copy of Nick Murray’s Simple Wealth, Inevitable Wealth and Lee Eisenberg’s The Number alongside the firm’s investment policy statement.

Glennan Wealth Management has £100m of assets under management invested in ESG funds, and 1% of recommended funds in the last 12 months had an ESG tilt.

As for the future, founder and managing director Lee Glennan wants the firm to be integrated into a larger organisation at some point. In the meantime, it is considering more acquisitions of its own, having recently purchased two retiring advisers’ client banks, bringing the number of projected clients in 2022 to 220 from 130 in 2021.

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