Business Details
Your Trusted Financial Advisory Partner in Glasgow
Established in Glasgow over two decades ago, Riverpark Investment & Financial Consultants Investment & Financial Consultants has built a reputation as a trusted provider of independent financial and investment advice. Our team of experienced professionals is dedicated to delivering tailored solutions for both commercial and domestic clients, prioritizing client needs above all else. As an independent firm regulated by the Financial Conduct Authority, we maintain strict adherence to ethical standards and professional excellence. Our advisers hold annual Statements of Professional Standing, ensuring continuous compliance with industry qualifications and ongoing professional development. We specialize in a comprehensive range of services including investment planning, pensions, life assurance, mortgages, estate management, and corporate financial advice.Our approach centers on developing deep, lifelong relationships with clients, enabling us to provide advice that evolves alongside their changing circumstances. With a team of qualified professionals, including Chartered Wealth Managers and Certified Financial Planners, we combine technical expertise with personalized service. Our commitment to transparency and client education empowers individuals and businesses to make informed financial decisions. Over the years, we have cultivated a client-centric culture where trust, professionalism, and long-term partnerships form the foundation of our practice. This dedication to relationship-based advisory services has resulted in a loyal client base that often extends across generations.
Services
Investment & Savings
Pensions
Life Assurance
Mortgages
Estate Management
Corporate Advice
Highlights and features
- We are fully independent financial advisers regulated by the FCA
- Our team maintains annual Statements of Professional Standing
- We prioritize personalized service tailored to individual client needs
- We build lifelong relationships with clients, adapting to evolving financial goals
- Our advisers include Chartered Wealth Managers and Certified Financial Planners
Associations and certifications
- Financial Conduct Authority
What people say
Professional and easy to deal with
Excellent service
Satisfactory service
Professional at all times
Right outcomes for clients
Services
Investment & Savings
Our investment advisory service helps clients grow and protect their wealth through tailored portfolio strategies. We assess individual risk profiles and financial objectives to create diversified investment solutions. With access to the full market, we ensure clients benefit from optimal investment opportunities aligned with their long-term goals.
Pensions
We provide comprehensive pension advice covering workplace schemes, personal pensions, and self-invested options. Our specialists help clients maximize retirement savings while navigating complex tax regulations. We offer pension consolidation services and retirement income planning to ensure financial security in later life.
Life Assurance
Our life assurance solutions protect clients' financial legacies through tailored life cover and critical illness policies. We assess individual needs to recommend appropriate protection levels, ensuring families and businesses remain financially secure in unforeseen circumstances while optimizing tax efficiency.
Corporate Advice
We support business owners with strategic financial planning including succession planning, key person protection, and corporate investment strategies. Our corporate advisory service helps businesses navigate complex financial decisions while maintaining compliance with regulatory requirements.
Estate Management
Our estate management service helps clients preserve and transfer wealth efficiently through inheritance tax planning and trust structures. We coordinate with legal professionals to create comprehensive succession plans that protect assets for future generations while minimizing tax liabilities.
People
Stuart McGeoch
Managing Director
With over 20 years' experience, Stuart specializes in investments and pensions while managing corporate client relationships. He combines strategic leadership with hands-on client advisory work.
Tom Mooney
Director
Head of Compliance with 33 years' industry experience, Tom oversees regulatory adherence while providing specialist pension and investment advice to personal clients.
Lesley Logan
Independent Financial Adviser
A seasoned adviser with 33 years' experience, Lesley focuses on pensions, protection, and mortgage solutions, combining technical expertise with personalized client service.
Douglas McDiarmid
Chartered Wealth Manager
Certified Financial Planner and Chartered Fellow specializing in holistic financial planning, including tax and trust planning, with expertise in long-term care solutions.
Simon Sayeed
Wealth Manager
15-year industry veteran specializing in inheritance tax planning and NHS pension research, combining technical knowledge with strategic financial advisory services.
Questions
What financial services does Riverpark Investment & Financial Consultants Investment & Financial Consultants offer?
We provide investment planning, pension advice, life assurance, mortgage solutions, estate management, and corporate financial advisory services across Scotland.
How is Riverpark Investment & Financial Consultants Investment & Financial Consultants regulated?
We are authorized and regulated by the Financial Conduct Authority, ensuring compliance with strict industry standards and client protections.
What areas do you serve?
While based in Glasgow, we serve clients throughout Scotland with personalized financial advisory services tailored to local market conditions.
How do you maintain professional standards?
All advisers maintain annual Statements of Professional Standing and complete ongoing professional development to ensure technical excellence and regulatory compliance.
Can I speak directly with advisers?
Yes, our team structure allows direct access to financial advisers and administrative staff for prompt, personalized service and support.
Reviews (1)
Ian Adamson
Jul 20, 2021
Report
Positive:Professionalism
I have found the investment and financial advice from Jonathan Stevenson and Mark Brown and administrative support from Alasdair Stevenson to be very professional and beneficial.
I have found the investment and financial advice from Jonathan Stevenson and Mark Brown and administrative support from Alasdair Stevenson to be very professional and beneficial.
