Secure your financial future

Your local Glasgow Wealth Managers

Build a trusted, personal relationship between you and your local Wealth Management team - so we can support you to create a more secure financial future.

Request a call back Meet the team

What we offer

We support many clients, advisers and organisations with wealth and investment management in Glasgow.

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Speak with your Financial Professional

01414831500

Monday - Friday (9am - 5pm)

Latest insights

Article
US sanctions and Russia's foreign policy battle it out
By Charles Stanley
26 Feb 2024 | 9 min read
Article
How should you invest during a recession?
By Rob Morgan
Spokesperson & Chief Analyst
22 Feb 2024 | 12 min read
Article
UK recession already over?
By Garry White
Chief Investment Commentator
22 Feb 2024 | 7 min read
Article
Changes of government can affect investment strategy
By Charles Stanley
22 Feb 2024 | 7 min read

About the Glasgow team

Established in 2019, our team of Financial Planners and Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Where to find us

We are always happy to welcome you to the Glasgow office.

1st Floor
9 George Square
Glasgow
G2 1DY
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Glasgow.

0141 483 1500 (Open Mon-Fri, 9am-5pm)

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