Fitzallan

Welcome to Fitzallan, a Chartered Financial Planning firm based in Glasgow, but advising clients throughout the UK, and beyond. Our team of highly qualified and experienced professionals are dedicated to helping clients organisation, preserve and grow their wealth, use it to lead the lives they want, and pass it on to future generations. We achieve this by providing sensible, clear and expert advice, developing long-term plans to meet our clients' long-term objectives.

At Fitzallan, we understand that every individual, family and business has unique financial goals and circumstances. That's why we take the time to listen carefully to your needs, understand your aspirations and develop tailored solutions to help you achieve your objectives. Whether you are a professional partner, private client, trust, entrepreneur or business owner, we are committed to providing you with genuinely independent financial advice that is designed to help you navigate the complexities of the financial world.

Our Services

Our team of experts offers a wide range of services designed to help you achieve your financial goals. These include:

Pensions Planning: We help you make the most of your pension savings, ensuring that you have a secure income in retirement and that your hard-earned savings are maximised.

Investment Planning: We work with you to develop a personalised investment strategy that aligns with your financial goals and risk tolerance, helping you to grow your wealth and achieve your aspirations.

Protection: We help protect your family, business and wealth from the unexpected, providing cover for potential losses and ensuring that your loved ones are financially secure in the event of the unexpected.

Tax Planning: We help you manage your taxes effectively, ensuring that you are paying the right amount and that your hard-earned savings are not eroded by unnecessary taxes.

Corporate Planning: We offer expert guidance to entrepreneurs and business owners, helping you to make informed financial decisions and achieve your business goals.

At Fitzallan, we are proud of our reputation as a leading financial planning firm, and we are committed to providing you with the highest level of service, expertise and professionalism. Our team includes experienced financial planners, accountants and lawyers who work together to provide comprehensive and integrated advice that meets your unique needs.

Expertise

Our directors are owners of the business and the key client advisers. Along with some of our colleagues in Fitzallan's administration team, we worked for many years with Ernst & Young, the global accountancy firm. This experience has given us a deep understanding of the complexities of financial planning and a wealth of knowledge that we use to benefit our clients.

Fitzallan Limited is authorised and regulated by the Financial Conduct Authority. Our registration number is 401398 and our registered address is 105 West George Street, Glasgow, G2 1PB. We are also registered in Scotland, number 263565.