Glasgow Wealth

Glasgow Wealth is a firm of independent financial advisers based in Glasgow, serving clients nationwide. Our highly-qualified team of experts offers top-quality advice to discerning clients on all aspects of their financial plans, helping them to get the best out of their assets, tax affairs, and financial aspirations.

Our Expertise

Our team, led by Michael Garvey, has a wealth of experience in managing the financial affairs of families, individuals, trusts, and owner-managed businesses. Michael has spent over 15 years in the financial services industry, achieving the Masters in Wealth Management with the Chartered Institute of Securities and Investment, and being a Chartered Financial Planner by virtue of achieving the Advanced Diploma in Financial Planning with the Chartered Insurance Institute. He also holds pension specialist qualifications and is a designated Pension Transfer Specialist.

Services

At Glasgow Wealth, we offer a comprehensive range of services designed to help individuals and families achieve their financial goals. Our services include:

Pensions & Retirement Planning

We believe that adequate, tax-efficient income in retirement should be a high priority for everyone. Our advice will help you navigate the complexities of pension legislation and ensure that you can enjoy a comfortable retirement.

Inheritance Tax & Estate Planning

Planning a financial legacy can be a challenge without suitable independent financial advice. We can help you mitigate or remove potential liabilities to tax at death, ensuring that your loved ones are protected.

Tax Advice & Wealth Structuring

As independent financial advisers, our duty is to enable you to benefit from the best possible tax and investment outcomes. We will combine potent tax advice and financial planning to help you achieve your financial aspirations.

Private 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.

What Our Clients Say

Our clients have praised our expertise, professionalism, and personal approach. We have helped individuals and families achieve their financial goals, and we are committed to providing the same level of service to our clients.

Contact Us

If you would like to learn more about how we can help you achieve your financial goals, please do not hesitate to contact us. Our team is dedicated to providing you with expert advice and guidance to help you achieve your financial aspirations.