Services

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.

 
 
 
 

Pensions & Retirement Planning

We believe that adequate tax-efficient income in retirement should be a high priority for everyone.

Inheritance Tax & Estate Planning

Simple planning can go a long way to leaving a financial legacy whilst mitigating or removing potential liabilities to tax at death.

Tax Advice & Wealth Structuring

As independent financial advisers, our duty is to enable you to benefit from the best possible tax and investment outcomes.

Investment Management

We offer a refreshing, forward-thinking approach to investment that paves the way for your assets to prosper and achieve your financial aspirations.

Pension Consolidation

Reviewing existing pensions, often old workplace pensions, to ensure they are working for you and in line with your objectives.

Pension Annual Allowance advice

Helping you understand pension Annual Allowance and plan your pension contributions to avoid any unexpected tax charges.

Independent Mortgage advice

Whether buying a home or re-mortgaging – we have access to an extensive range of providers across the market, to find the most suitable mortgage for you.

Commercial Property in Pensions

Advice on feasibility and suitability of holding commercial property within a SIPP or SSAS.


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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.

Technical experts – no sales agenda

Our fees will always be transparent 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.

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.

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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.


What our clients say:



 

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