Planning your family’s financial future can be a daunting task. From mortgages, savings & investments, to retirement & estate planning – your trusted financial adviser will be there to give you & your family peace of mind.
Glasgow Wealth are a firm of independent financial advisers based in Glasgow’s George Square. We provide advice to clients on all aspects their plans helping you get the best out your assets, tax affairs and aspirations.
Glasgow Wealth Independent Financial Advice
Glasgow Wealth offer comprehensive, independent financial advice and planning services to individuals, families and businesses throughout Scotland and the United Kingdom. We provide personalised financial advice and planning services that cover all areas of your financial life. For example, savings & investments; insurance & protection; pensions & retirement; and inheritance & estate planning.
Reasons to choose Glasgow Wealth?
Independent & unbiased
As an independent financial advice firm, we have access to the whole market, and not being restricted to a small number of providers, we are able to ensure your objectives are suitably met.
Trusted family adviser
We value our long-term relationships. From mortgages & savings, to retirement & estate planning. If your circumstances change unexpectedly your trusted financial adviser will be there to help give you & your family peace of mind.
How we can help:
You may be unsure if speaking to a financial adviser would be beneficial for you.
That’s why we offer a free initial consultation – giving you the opportunity to talk to an expert adviser and get a clear idea of how you may benefit from independent financial advice.
At this stage, we will look to understand your circumstances, what you’re looking to achieve – and how we may be able to assist. Sometimes, the right advice is to do nothing, as your current arrangements will be adequate.
Regardless of what services you choose to engage us for, you will receive a written report from your adviser formalising our recommendations and the reasons for them.
Our fees are completely transparent and vary depending on the work we undertake on your behalf. Your financial adviser will make you aware of the cost you may expect ahead of carrying out any work for you. We recommend to all clients that we continue to meet regularly (at least annually) in order to review the performance of your financial plans and ensure that they remain in line with the benchmarks you have set.
Our advice process will take account of all of your concerns and perhaps identify some we may have that you have not considered. We employ cashflow modelling software to give an understanding of what level of income you may expect in retirement that is both realistic and can be made to last.