Wellington Wealth
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
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.
- 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.
From Website
Our Hours of Business
read moreWe will try and accommodate your needs. If you require an appointment outwith these operating hours please call us to arrange by special appointment. Our award winning adviser provides independent financial...
Our Awards
read moreWe are delighted to announce that, for the second consecutive year, Nicola Ellis has won the Scotland on Sunday IFA of the Year award. This is the first time the award has ever been won twice by the same...
Complaints
read moreAll members of staff at Wellington Wealth Limited recognise that our clients are the lifeblood of our business and are committed to providing a high standard of service to our clients. We appreciate that...
My Data
read moreIf you would like to exercise your rights with regard to your data, please complete the details below. We will action your request within 1 month and confirm this to you. We may be obliged to keep your...
Payment and Delivery Information
read moreBy choosing this payment method you will be automatically directed to PayPal's site in the next step. When you've entered your information there, you'll be brought back to this store to complete your order.