Glasgow Wealth is a firm of independent financial advisers based in Glasgow serving clients nationwide. Our highly-qualified team offer top quality advice to discerning clients on all aspects of their financial plans; helping to get the best out of their assets, tax affairs and financial aspirations. Our advice process is robust and there is no sales agenda – you can expect to receive advice from a technically-minded financial consultant who is a leader in their field.
Glasgow Wealth was established in 2014 by Michael Garvey and took office premises in Merchants House, George Square. Michael has been successfully managing the financial affairs of many families, individuals, trusts and owner-managed businesses for 15 years. Michael’s professional qualifications are outstanding. He has achieved the Masters in Wealth Management with the Chartered Institute of Securities and Investment as well as being a Chartered Financial Planner by virtue of achieving the Advanced Diploma in Financial Planning with the Chartered Insurance Institute. Michael also holds pension specialist qualifications and is a designated Pension Transfer Specialist.
Advice & Services : For more information on the services that we offer:
> Pensions & Retirement Planning:
Pension legislation has changed dramatically and will continue to do so under successive governments. At Glasgow Wealth, we believe the provision of adequate, tax-efficient income in retirement… Read more >
> Final Salary Pension Transfer Advice:
Following the introduction of pension freedoms by the UK government in 2015, there has been an upsurge in people seeking advice on their defined benefit pension (final salary pension)… Read more >
> Tax Advice & Wealth Structuring:
Your expert adviser will combine potent tax advice and financial planning in order that you may benefit from the best possible tax and investment outcomes… Read more >
> Inheritance Tax & Estate Planning:
Planning a financial legacy can be a challenge without suitable independent financial advice; particularly with the cold threat of inheritance tax or care fees reducing the value of your estate… Read more >
Or see our Advice & Services for more information.