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Glasgow
At Cleveden Park Wealth. We offer Independent Financial advice for clients across Glasgow and the whole of the UK. We offer advice on Mortgages, Life Assurance, Pensions, Estate Planning, Investments and Corporate advice. When we start working with a client we become a trusted partner and normally help them with a wider range of services than they initially contacted us for.
Glasgow
I have been involved in Financial Services since 1999. During that time I have had a variety of jobs within the industry that give me a firm grasp of the ins and outs of the market and what we are dealing with on a day to day basis. I believe that we are in a time where quality face to face advice in the wealth sector is at a a critical point, and also that being and extremely experienced and rounded adviser, I will continue to provide a high benchmark service that will be difficult to rival in the Scottish market place.
Glasgow
We are an established firm of independent financial and estate advisers based in Glasgow and Cumbernauld serving customers throughout the central belt, face to face, online, via the phone, with free home visits if preferred. Being independent means we are able to pick and choose the best financial products on your behalf, with no bias towards certain providers. This doesn’t just mean you benefit from access to the greatest possible range of products;
Glasgow
AML Associates are a fully Independent Financial Adviser firm with no allegiance to any provider therefore putting the client first in everything we do. We are based in the central belt of Scotland and provide excellent customer service delivered with a smile. I specialise in working with individuals, families and SME businesses and have a fantastic understanding of solutions that help protect and grow wealth.
Glasgow
We cover most aspects of financial advice other than mortgages. We cover Pensions, Final Salary Pension Transfers, ISAs, Investment Advice, Inheritance Tax Planning, Long Term Care Planning, Protection, Life Cover, Critical Illness Cover, Income Protection, Company Pension Schemes, Auto Enrolment, Shareholder Protection, Director's Pensions, Key Man Insurance amongst other matters.
Glasgow
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Glasgow
Welcome to Financial Planning Options As professional Independent Financial Advisers, Financial Planning Options Limited are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal and corporate financial planning. We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Christine Simpson
We genuinely had the most effortless process with first time buying thanks to financial planning options. They took on everything, the process was very fast, no hiccups or surprises thrown in our path and we were kept up to date each step of the way. We would highly recommend anyone wanting financial advice to seek it with FPO!
Glasgow
At Just Financial Group Ltd we always strive to provide our clients with impeccable service and build strong foundations for a long-term client relationship. Understanding each and every clients' individual needs, objectives and aspirations is of prime importance to us, and crucial in the creation of your bespoke solution. For private individuals this will include wealth management services such as investment management, tax, banking, trust and fiduciary services;
Glasgow
Henry Gribben is an Occupational Pension Scheme Transfer Specialist at Maxim Wealth Management and can help you choose the best retirement option to suit your circumstances. The firm is authorised by the Financial Conduct Authority (FCA) to carry out the regulated activity in article 53 of the FCA’s regulated activities order to provide advice on the transfer of safeguarded benefits and the adviser has permission under part 4A of the Financial Services and Markets Act 2000(c) to carry on the regulated activity in article 53 of the Regulated Activities Order.
Glasgow
Glasgow Wealth is an independent financial advice firm serving clients nationwide from our offices in George Square, Glasgow. We advise on all aspects of family financial planning and specialise in pension advice, and retirement planning. Our experienced staff are qualified to the industry's highest possible standards. You may rest assured that you are dealing with experts.
Glasgow
Chloe McHugh
Graham came highly recommended to us and we now know why! He provided guidance every step of the way with the mortgage, protection and house purchase process, from arranging an agreement in principal to completion. Graham explains everything in simple terms and makes sure you fully understand the advice he has provided. He assisted in liaising with our surveyor and solicitor. Graham kept us informed at all times which meant that the process was completely stress free.
We focus on people, and we plan together with their foremost needs in mind. We offer a robust, structured advice process with a bespoke investment proposition.
The ability to impart 30+ years of financial experience in a way that's easy to understand and relate to, as well as the variation of speaking with so many people from so many walks of life...one minute it's a actor, the next it's an engineer, a teacher, a sportsperson...the list is endless and makes every conversation unique and enjoyable.
Working for a large National wealth management company was enjoyable, but it didn't offer the life balance choices that being your own boss does. I just knew, in 2016, that it was time after nearly 20 years of working for others!
Our service and proposition package is second to none in respect of service, friendliness and behind the scenes support. We've made it a priority to ensure our client numbers are kept low to ensure we can provide the service we claim that we can....so many in this industry have been remiss in this area and we consciously want to see our clients grow with us.
Technically, the industry focuses primarily on face to face meetings, however on occasion we are required to do zoom/ teams meetings in order to facilitate client requirements or time constraints.
based on 208 reviews
The average rating for Bark Financial Advisors in Glasgow is 4.98, based on 208 reviews.