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Category: Team Member

Stephen Gleeson

Chartered Financial Adviser APFS Stephen is a Chartered Financial Planner who’s been helping people make sense of their finances since 2001. Over the years, he has worked across all areas of financial planning, including time spent with a large multinational financial institution, giving him a broad perspective and a down‑to‑earth approach to supporting clients. What […]

What people say

When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The case studies, testimonials and reviews we’ve collected over the years speak for themselves – take a look and you’ll see what we mean.

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Bulley Davey Wealth Management is a trading style of Futura Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority number 515272.  Futura Wealth Management Limited is registered in England and Wales, Company House number 05667226. Registered address: Crescent House, Crescent Road, Worthing, BN11 1RN  The value of your investment may go down as well as up, and you may not get back what you initially invested.  The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning. 

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