Connect with Top-Rated Financial Advisers in Glasgow!

Read verified customer reviews of the most reliable financial advisers in Glasgow. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Prosperity Financial Solutions provides independent financial advice to individuals and businesses on pension freedoms, investments, protection, and mortgages. Our team of experienced financial advisors offers bespoke advice tailored to each client's specific needs and circumstances. We are committed to providing a holistic, transparent, and ethical service, helping our clients achieve their long-term financial aspirations.
Reviewers praised the company for its excellent service, professionalism, and personalized approach.
5.0
Based on 8 reviews
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Just Financial Group is an independently owned financial advice practice providing a bespoke service to private clients, charities, trustees, and businesses. Our team of Chartered Financial Planners offers a holistic approach to financial planning, combining strong technical expertise with a relaxed personal approach. We pride ourselves on being independent and unbiased, with a strong focus on building long-term relationships with our clients.
The reviewers praised the company's exceptional customer service, personalized attention, and ability to understand their specific requirements.
5.0
Based on 4 reviews
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ILM Financial Ltd is an independent financial advisory firm based in Glasgow, providing long-term relationships with clients, specializing in providing financial advice on pensions, investments, mortgages, and more. With over 25 years of experience, we aim to establish long-term relationships with our clients, providing the highest standard of advice and service. Our team of experts helps clients achieve their financial goals, providing personalized solutions tailored to individual needs.
The positive feedback highlights the company's exceptional service, expertise, and personalized approach, with reviewers praising the staff's professionalism, friendliness, and ability to explain complex concepts in an easy-to-understand manner.
5.0
Based on 3 reviews
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Simple Financial Planning is a financial planning company that provides a range of financial services, including mortgages, insurance, savings, and investments. We offer personalized advice and guidance to help individuals and families achieve their financial goals. Our experienced team is dedicated to delivering exceptional service and helping our clients make informed decisions about their financial futures. Our services include mortgage planning, debt management, and insurance solutions. We also offer online tools and resources to help our clients track their progress and make the most of their money.
The reviewers praise the company for its dedication, persistence, expertise, and solid actionable advice.
5.0
Based on 2 reviews
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Farrell Financial Planning is an independent financial advisory firm providing whole of market financial advice to individuals and businesses across the UK and Europe. With a team of chartered financial planners, they offer a comprehensive range of services, including investment advice, pension advice, and more, tailored to meet the unique needs of their clients.
The reviewers praise Joe's expert and trustworthy guidance, which has resulted in positive outcomes for their financial situations.
5.0
Based on 2 reviews
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At Kelvin Financial Planning, we provide high-quality, good value financial advice delivered in a friendly and straightforward way. We help individuals take control of their finances through fair, clear, pragmatic advice, enabling them to use their hard-earned wealth to enjoy a life free from financial worry. Our services include pension planning, savings and investments, inheritance tax and estate planning, and protection. We also offer financial planning, which wraps all these services together in a comprehensive appraisal and planning process.
The reviews highlight the impressive technology and clear communication of Kelvin FP, leading to highly satisfied clients.
5.0
Based on 1 review
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Principal & Prosper is a professional and proactive financial advisory firm that provides dependable advice and solutions to thousands of people. With over 1.9 billion in assets under management, the company offers financial advice and solutions to individuals, businesses, and families, helping them achieve their financial goals. The company's experienced team of advisors combines their expertise and knowledge to deliver boutique-level financial services.
5.0
Based on 1 review
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Blythswood Associates Ltd is a firm of Chartered Financial Planners who specialise in providing bespoke financial planning, tailored to each client's unique circumstances and financial goals. Founded in 1996, the firm has grown organically over the years and now has a full team of professional staff from Advisers to back office and specialist support staff including Operations and Marketing. We place people at the heart of everything we do, providing exceptional care and service to our clients. With offices located in Glasgow and London, we can service clients all over the country and are proud that individuals and businesses choose and recommend Blythswood Associates as their trusted adviser.
The hotel's exceptional service, comfortable rooms, and spa facilities make it an excellent choice for guests.
Some guests experienced minor issues with their rooms, including small dark rooms and air conditioning problems, but these issues were quickly resolved by the hotel's staff.
4.5
Based on 1,421 reviews
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Riverpark Investments & Financial Consultants is a leading independent financial advisory firm providing tailored financial solutions to corporate and domestic clients, including investment and savings advice, pension planning, life assurance, mortgages, estate planning, and corporate financial guidance.
The reviewers praised the excellent customer service, professionalism, and expertise of the advisors, and were likely to recommend the services to others.
4.4
Based on 7 reviews
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Chase de Vere is a leading independent financial adviser providing expert guidance on pensions, estate planning, care funding, wealth management, business protection, employee benefits, and workplace financial education. With 50 years of experience, our independent financial advisers offer bespoke financial plans tailored to individual needs and goals.
The reviewer praises Chase de Vere for their expert advice and confidence in their portfolio management.
4.3
Based on 4 reviews
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Paterson Financial Planning Ltd is a financial advisory firm that provides practical and relevant solutions to help individuals and businesses achieve their financial objectives. We take a straightforward approach, listening to our clients' needs and developing personalized plans to support their financial goals. Our experienced team of financial advisers offers expert guidance on pensions, investments, protection, mortgages, and later life advice, helping clients make informed decisions about their financial future. With a strong reputation built on word-of-mouth referrals, we've helped many individuals and businesses in Glasgow and the local area achieve their financial goals.
The reviewers consistently praise the team's professionalism, expertise, and personalized approach, leading to informed financial decisions and a sense of trust.
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Welcome to Intelligent Pensions, a financial services company providing expert advice and guidance to individuals and families across the UK. With over 25 years of experience, our team of Chartered Financial Planners and experienced advisors deliver a personalized service, tailored to each client's unique needs and goals. From planning for retirement to passing on wealth, we offer a range of services designed to help you achieve financial peace of mind. Our values of clarity, confidence, and peace of mind underpin everything we do, ensuring you feel supported and informed throughout your financial journey.
Intensive Pensions has received widespread acclaim from its clients, praising the company's excellent advice, clear communication, and high-quality service.
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MacKenzie Taylor Asset Management is a specialist firm providing independent financial management services with a wealth of experience. We offer a personal and bespoke service, with regular access to our financial advisers and qualified support team, taking a holistic view of your current financial position, lifestyle, and long-term financial aspirations. Our unique approach, expertise, and cutting-edge financial industry software allow us to help you plan your financial future with confidence. We provide bespoke, holistic, and independent financial advice, fully considering your current needs and future aspirations. Our expert financial guidance, cutting-edge industry software, and step-by-step approach ensure that our strategies are both effective and understandable.
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AGL Wealth Management is a well-established financial services company built on a strong heritage with roots in financial services for over three decades. Our approach is built on providing straightforward solutions to meet personal financial goals and lifestyle aspirations. We offer independent wealth management advice to individuals, trustees, and businesses, specifically designed around their individual circumstances. Our team is dedicated to providing high-quality, holistic advice, often requiring a blending of expertise from other advisers and consultants. We pride ourselves in being a service-driven business, capable of providing high-level delivery of advice on all aspects of financial planning.
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We are a wholly independent firm of financial advisers, offering holistic and bespoke financial solutions by researching the whole market place. We believe the most important part of the advisory process is the ongoing monitoring and review of your portfolio requirements. Our aim is to ensure a fruitful and long-lasting financial relationship with your dedicated adviser. Make an enquiry about our services to learn more.
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Advanced Asset Consultants (AAC) is a premier provider of independent financial planning advice for private and corporate clients. Our team of experts works in partnership with clients to provide long-term, ongoing assistance and guidance. With a strong focus on professionalism, trust, and ethical practices, we strive to provide the best possible advice, service, and support to our clients. Our services include pensions, investments, protection, and wealth management, tailored to meet the unique needs of each client.
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Campbell Thomson is a financial planning and advice firm that has been providing specialist services to individuals and businesses across the UK since 1978. With a commitment to achieving clients' financial goals, the company offers expertise in personal and commercial financial security, providing a broad range of services, including financial planning, investment management, and more.
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Anderson MacPhie Financial Services is a financial advisory firm that provides personalized financial and mortgage advice to individuals and families. Our experienced team of financial advisers work closely with clients to understand their financial goals and provide expert guidance on investments, mortgages, pensions, and inheritance. We pride ourselves on giving honest and tailored advice to help our clients achieve their financial aspirations. Our services are open to everyone, from everyday people to businesses, and we are committed to providing exceptional customer service. With our flexible approach, we can provide face-to-face consultations, conduct business by post, or offer services remotely. For advice on any of our services, contact us now.
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We are a firm of financial advisers based in Glasgow, Scotland offering expert independent financial advice to individuals and businesses. The fact that we are an independent firm means we are not tied specifically to any product providers. This in turn allows us to pick and choose the right products and services to suit the needs of our clients.
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Glasgow Wealth is a firm of independent financial advisers based in Glasgow serving clients nationwide. Our highly-qualified team offer top quality advice to discerning clients on all aspects of their financial plans; helping to get the best out of their assets, tax affairs and financial aspirations. From pensions advice, investments & inheritance planning, our advice process is robust and there is no sales agenda - you can expect to receive advice from a technically-minded financial consultant who is a leader in their field.
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Fitzallan is a Chartered Financial Planning firm based in Glasgow, but advises clients throughout the UK, and further afield. Its advisers are regularly in London, Birmingham, Manchester, Leeds and Bristol, Belfast, Edinburgh and Aberdeen. Fitzallan's two 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. Our clients expect us to be highly qualified of course, and exam passes only go so far, but we are fortunate to be able to draw on more than 50 years industry experience and over 40 years of combined experience of dealing with the types of client we typically advise.
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At Genesis Wealth Management Limited, we aim to be your long-term, trusted adviser assisting with all areas of family wealth management. We provide holistic financial planning and investment advice to both second and third-generation family members of a large number of longstanding and valued clients. Our services cover basic tax principles, including Inheritance tax and Capital Gains tax planning, and we work with legal connections to provide advice on wills and settlements. We also offer personal and executive pension planning and financial management, with a focus on investment portfolio construction. Our service is independent and fee-based, tailored to individual client circumstances, geographic location, and financial constraints.
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