About Galleon Wealth Management Ltd

Wherever a client or business may be in their financial lifecycle we can assist them. Successfully navigate your financial future.
Galleon Wealth Management Ltd provides bespoke, face to face independent advice to both individual and business clients, whether this is by way of wealth creation, consolidation or preservation. It may be to assist them with their investment portfolio, retirement planning, estate and tax planning or even a combination of these. Wherever a client or business may be in their financial lifecycle we can assist them on an ongoing basis by working with them to help manage their financial requirements in order that they can achieve both their immediate financial goals and future aspirations, allowing clients to create financial independence for both themselves and their families.By taking the time to understand what their financial objectives are and developing this financial relationship we can deliver the appropriate solution for them, giving them the right advice at the right price at the right time. We aim to be friendly, approachable and try to avoid using jargon by explaining matters in plain English.Galleon Wealth Management, helping you successfully navigate your financial future.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group protection

  • :
  • Long term care

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