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Contributor

78%

MATCH FOR YOU

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4.9out of 5

Michael Jackson

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% clients advised in each area  :

Investments

69%

Annuities

6%

Pensions

31%

Insurance & Protection

22%

Later life planning

6%
Kelvin Financial Planning is a firm of Independent Financial Advisers based in Glasgow. We offer a broad range of services across the firm with advise... Read More
Serves clients with: Over £100k of investable assets or household income
Michael's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

78%

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4.9out of 5

Douglas Mcintyre

More Info
% clients advised in each area  :

Investments

100%

Annuities

33%

Pensions

61%

Insurance & Protection

22%

Later life planning

17%
Based in central Glasgow, Loch Fyne Financial is an independently owned, award winning investment advisory and financial planning practice. We special... Read More
Serves clients with: Over £500k of investable assets or household income
Douglas's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

73%

MATCH FOR YOU

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4.8out of 5

Alan Dick

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% clients advised in each area  :

Investments

88%

Annuities

24%

Pensions

82%

Insurance & Protection

12%

Later life planning

12%
Forty Two is a leading lifestyle financial planning and wealth management firm based in Glasgow. We deliver highly personalised financial planning and... Read More
Serves clients with: Over £500k of investable assets or household income
Alan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

73%

MATCH FOR YOU

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4.8out of 5

Ian Finch

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% clients advised in each area  :

Investments

100%

Annuities

17%

Pensions

58%

Insurance & Protection

17%

Later life planning

17%
Ian has over 24 years Financial Services experience, dealing with a wide and diverse range of personal and corporate clients. He provides a holistic a... Read More
Serves clients with: Over £50k of investable assets or household income
Ian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

70%

MATCH FOR YOU

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4.8out of 5

Alasdair MacDougall

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% clients advised in each area  :

Investments

93%

Annuities

33%

Pensions

53%

Insurance & Protection

27%

Later life planning

53%
I have been working in the Financial Services industry since 1985, in both wholesale and retail sectors, advising corporate and personal clients on a ... Read More
Serves clients with: Over £100k of investable assets or household income
Alasdair's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

68%

MATCH FOR YOU

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4.8out of 5

Chris Malcolm

More Info
% clients advised in each area  :

Investments

100%

Annuities

27%

Pensions

36%

Insurance & Protection

27%

Later life planning

18%
Our aim is to provide a trusted service to our clients and have a longer term relationship with our clients and their families. Kelvin Financial Plann... Read More
Serves clients with: Over £100k of investable assets or household income
Chris's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Glasgow IFAs

Allan provided a free 1½ hour initial discussion on my pension plans and was happy to attend at my ....ose a middle rating although I am certain it would be higher. I would certainly recommend Allan.    Read More
Theresa Porter
I have just entered three ''excellents'' after reading what each of the different number of stars means so it seems superfluous to say other than that I am happy to be with Adrian.   Read More
Bob

Can't find the right Glasgow IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Glasgow.

Andrew MayAGL Wealth Management Ltd
Enrico EusebiMcCall, Aitken, McKenzie & Co Limited
Alan RoeWarde Graham Consulting Ltd
Alan ForrestStirling Insurance Brokers Limited
Alexander KeenanAlbany Asset Management Limited
Andrew PalfremanDirect Sharedeal Ltd
David BryceActive Wealth Management Ltd
Paul ChristieChristie Financial Planning Limited
Looking for a different Independent Financial Advisor (IFA) in Glasgow? Search by name