Wallace Financial Planning

Gilson Gray Financial Management is a leading financial services provider based in Glasgow and Edinburgh, offering bespoke wealth management advice to clients across Scotland and the UK. Our focus is on ensuring we provide the highest level of advice and on-going service for our clients, to aid with the protection and growth of their wealth.

Our Approach

We pride ourselves on building long-term relationships with our clients. We do not provide 'off the shelf' solutions. Instead, we put our clients at the heart of everything we do. Our team of experienced financial advisers work closely with each client to understand their unique financial goals and aspirations, providing personalized advice and guidance to help them achieve their objectives.

Our Services

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Our services include financial planning, investment management, retirement planning, estate planning, and tax planning, among others. We work with our clients to help them achieve their financial goals, providing high-quality advice and guidance every step of the way.

About St. James's Place

Gilson Gray Financial Management is part of the St. James's Place Partnership, one of the UK's largest financial advice companies. Our business is owned and run by us, but the products and services we recommend to our clients are created and managed by St. James's Place. This partnership allows us to focus our time on providing personalized financial advice to our clients, while St. James's Place handles the management of products and services.

Benefits of Working with Us

By working with us, our clients benefit from having their own dedicated financial adviser who provides one-to-one advice and guidance. We also have access to a wide range of support through the St. James's Place group, including expert tax specialists, product experts, and dedicated third-party support teams. Additionally, our clients benefit from the size and scale of St. James's Place, which provides access to a wide range of financial services and products.