Find a Financial Advisor in Glasgow

I have been involved in Financial Services since 1999. During that time I have had a variety of jobs within the industry that give me a firm grasp of the ins and outs of the market and what we are dealing with on a day to day basis. I believe that we are in a time where quality face to face advice in the wealth sector is at a a critical point, and also that being and extremely experienced and rounded adviser, I will continue to provide a high benchmark service that will be difficult to rival in the Scottish market place.

We are an established firm of independent financial and estate advisers based in Glasgow and Cumbernauld serving customers throughout the central belt, face to face, online, via the phone, with free home visits if preferred. Being independent means we are able to pick and choose the best financial products on your behalf, with no bias towards certain providers. This doesn’t just mean you benefit from access to the greatest possible range of products;

AML Associates are a fully Independent Financial Adviser firm with no allegiance to any provider therefore putting the client first in everything we do. We are based in the central belt of Scotland and provide excellent customer service delivered with a smile. I specialise in working with individuals, families and SME businesses and have a fantastic understanding of solutions that help protect and grow wealth.

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

We cover most aspects of financial advice other than mortgages. We cover Pensions, Final Salary Pension Transfers, ISAs, Investment Advice, Inheritance Tax Planning, Long Term Care Planning, Protection, Life Cover, Critical Illness Cover, Income Protection, Company Pension Schemes, Auto Enrolment, Shareholder Protection, Director's Pensions, Key Man Insurance amongst other matters.

We always offer an initial guidance meeting with potential clients at our expense and if it is agreed advice could be of value, then the costs and scope of our services are explained and a further meeting arranged. With a head office in Glasgow our advisers work throughout Scotland, Northern Ireland and the UK. We specialise in Pension Transfers, Retirement Planning, Investments, Tax Planning, Mortgages and Protection.

Welcome to Financial Planning Options As professional Independent Financial Advisers, Financial Planning Options Limited are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal and corporate financial planning. We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

At Just Financial Group Ltd we always strive to provide our clients with impeccable service and build strong foundations for a long-term client relationship. Understanding each and every clients' individual needs, objectives and aspirations is of prime importance to us, and crucial in the creation of your bespoke solution. For private individuals this will include wealth management services such as investment management, tax, banking, trust and fiduciary services;

MKM Estate Agents Ltd provide a one stop shop for anyone buying, selling (or both) property.

Henry Gribben is an Occupational Pension Scheme Transfer Specialist at Maxim Wealth Management and can help you choose the best retirement option to suit your circumstances. The firm is authorised by the Financial Conduct Authority (FCA) to carry out the regulated activity in article 53 of the FCA’s regulated activities order to provide advice on the transfer of safeguarded benefits and the adviser has permission under part 4A of the Financial Services and Markets Act 2000(c) to carry on the regulated activity in article 53 of the Regulated Activities Order.

Glasgow Wealth is an independent financial advice firm serving clients nationwide from our offices in George Square, Glasgow. We advise on all aspects of family financial planning and specialise in pension advice, and retirement planning. Our experienced staff are qualified to the industry's highest possible standards. You may rest assured that you are dealing with experts.

As a Financial Adviser with True Potential Wealth Management (part of the highly successful True Potential group of companies), I am committed to delivering better value and choice for my clients. Recognizing that everyone’s personal situations are unique, I will take the time to get to know you, help you identify what is important and together we can then create a plan. Whether it be a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, business planning or leaving a legacy for your loved ones, I am here to help.