Wellington Wealth

Financial Services in Glasgow, Scotland
Financial Services in Glasgow, Scotland Our Wealth Services

Life events trigger the need for financial advice.

Every client we work with has a unique set of circumstances.

Our qualified and experienced team, work with you to fulfil your dreams and aspirations for the future.

We deliver impartial advice and genuinely care about outcomes for our clients.

Our knowledge and skills allow us to provide tailored advice to your situation.

Our aim is a long term relationships with our clients.

Our areas of expertise include, but are not limited to.

Whatever your situation, a good financial plan tailored to your circumstances can make a difference. Our first meeting is free, after listening carefully to your circumstances and objectives, we will be able to let you know whether we can help you.
Areas Served
  • Glasgow, West End, Giffnock, Thorntonhall, Bearsden, Edinburgh, Dunblane, St Andrews, Haddington, Comrie, Troon
Business Details
  • Serving residential and commercial clients
  • Licensed
  • Year established: 2015
  • Number of employees: 5
Highlights & Specialties
  • Scotland on Sunday IFA of the Year 2013
  • Scotland on Sunday IFA of the Year 2015
  • FT Money Management Magazine Protection Planner of the Year 2015
  • Independent Financial Adviser Glasgow
  • Female IFA Glasgow
Professional Associations & Certifications
  • Authorised and regulated by the Financial Conduct Authority 717874
  • Member of the Personal Finance Society
Social Profiles

Contact Details

Address
5th Floor Gordon Chambers 90 Mitchell Street, Glasgow
Glasgow, Scotland
G1 3NQ
Phone
Driving Directions

Products & Services

Our Wealth Services
read more- Wealth Creation

- Wealth Protection

- Wealth Management

- Wealth Preservation

Whatever your situation, a good financial plan tailored to your circumstances can make a difference.

Our first meeting is free, after listening carefully to your circumstances and objectives, we will be able to let you know whether we can help you.
  • Get free estimates
  • No obligation, no pressure
  • Save time and money
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