GLENNAN WEALTH MANAGEMENT - Key Persons

Job Titles:

• Director of Client Services

Every business owner will know that client relations and administration are at the very core of its success. Ruth also has 20 years experience of working in the financial services industry and was the Operations Director for a company that she and Lee previously owned. If you're a prospective new client looking to get in touch then there is a good chance it will be Ruth that first sets the tone for our relationship that will hopefully last many years.

Job Titles:

• Head of Technical and Research

Stuart has a degree in Civil Engineering but has worked in financial services for almost 20 years. He is a very experienced paraplanner who also has the Chartered Financial Planner & Certified Financial Planner accreditation's to his name. He is also an Accredited Paraplanner. He does a lot of the technical reporting & research for the firm and working together with Lee they make an excellent team. Stuart is highly regarded in our industry and we - and our clients - are very lucky to have him.