Telling you the truth about your money

Connolly Gallen Financial Planners provide professional financial planning and wealth management review and advice services. Dan Gallen and his financial advisory and support teams take the time to get to know you and help you understand the things that really matter to you. Your family, your future and your finances. They will help you to design, implement and evolve a realistic plan to achieve the best possible financial future for you and those close to you.  They are passionate about prioritising planning and will do this with you, rather than for you, and always ahead of offering any recommendations.

Connolly Gallen Financial Planners are client and objective focused and do not promote particular financial products. As accountants we have to be concerned about yesterday and today, business advisors need to be concerned about the future too; to help you create, keep and protect a bigger share of their wealth. 

Connolly Gallen Financial Planners can help you with:

  • Wealth management
  • Estate planning
  • Savings
  • Investment
  • ISAs
  • Pensions
  • Annuities
  • Pension drawdown
  • Self Invested Personal Pensions (SIPP)
  • Small Self Administered Schemes (SSAS)
  • Workplace (auto-enrolment) pensions
  • Mortgage & loan finance and financial protection (including life assurance)
  • Critical illness cover
  • Income protection
  • Shareholder protection
  • Key person cover
  • Private medical insurance
  • Accident, illness and injury cover

They can also discuss Enterprise Investment Scheme (EIS), Venture Capital Trust (VCT) and Business Property Relief (BPR) investments.

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