Business Details
30 Years
experience
Trusted Financial Advisers in Glasgow | Blythswood Associates
Founded in 1996, Blythswood Associates is a firm of Chartered Financial Planners dedicated to providing bespoke financial planning tailored to each client's unique circumstances and financial goals. Our approach centres on treating clients as guests in our own home, placing people at the heart of everything we do. We invest in training and developing industry-leading experts to deliver exceptional care and service. As a Senior Partner Practice of St. James's Place, one of the UK's leading wealth management organisations, we offer clients access to a distinctive investment management approach. Our services cater to individuals and businesses nationwide, with offices in Glasgow and London.We specialise in building personal, long-term relationships while maintaining a commitment to professional excellence. Our expertise spans investment planning, retirement strategies, protection planning, corporate services, and intergenerational wealth management. We prioritise transparency in our operations and maintain regulatory compliance through our partnership with St. James's Place Wealth Management plc, authorised and regulated by the Financial Conduct Authority. Our team combines technical proficiency with a client-first philosophy to help clients achieve their financial objectives.
Services
Investment planning
Retirement planning
Protection planning
Corporate services
Mortgages
Wealth management
Tax advice
Wills writing
Intergenerational planning
Financial advice
Details
- Year established: 1996
Highlights and features
- We offer bespoke financial planning tailored to your unique circumstances
- Our team of certified experts provides exceptional care and service
- As a Senior Partner Practice of St. James's Place, we provide access to a distinctive investment management approach
- We have over 25 years of experience in financial planning
- We build personal, long-term relationships, putting you at the heart of everything we do
Associations and certifications
- Chartered Financial Planners
Services
Investment planning
Our investment planning service helps clients grow and protect their wealth through tailored strategies. We create diversified portfolios aligned with individual risk profiles and financial goals. Our approach combines market expertise with ongoing portfolio management to help clients navigate changing economic conditions while maintaining focus on long-term objectives.
Retirement planning
We specialise in comprehensive retirement planning solutions for all life stages. Our service covers pension consolidation, income strategy development, and tax-efficient withdrawal planning. We help clients understand their retirement options and create sustainable income streams while ensuring compliance with evolving pension regulations and tax rules.
Corporate services
Our corporate services support business owners with strategic financial planning. We provide guidance on company pension schemes, executive remuneration structures, and business succession planning. Our approach helps entrepreneurs balance business growth with personal financial security while addressing the financial wellbeing of their employees.
Protection planning
We offer tailored protection solutions to safeguard clients' financial security. Our service includes life insurance, critical illness cover, and income protection planning. We assess individual needs to recommend appropriate coverage levels that protect against unforeseen circumstances while ensuring affordability and long-term sustainability.
Wealth management
Our holistic wealth management service integrates multiple financial disciplines to create comprehensive solutions. We coordinate investment management, tax planning, estate planning, and retirement strategies to help clients achieve their financial objectives. Our approach focuses on preserving and transferring wealth across generations while maintaining regulatory compliance and risk management.
Questions
What financial planning services do you offer?
We provide investment planning, retirement strategies, protection planning, corporate financial solutions, and intergenerational wealth management tailored to individual client needs.
How do you work with clients?
We adopt a client-first approach, creating bespoke financial plans through detailed consultations and ongoing portfolio management with regular reviews.
Which areas do you cover?
While based in Glasgow and London, we serve clients throughout Scotland, England, Wales, and Northern Ireland with both in-person and virtual consultations.
What qualifications do your advisers hold?
Our team consists of Chartered Financial Planners with specialist qualifications in wealth management and ongoing professional development to maintain industry standards.
How are your services charged?
We operate with full transparency regarding fees, which are discussed upfront during initial consultations and detailed in our formal terms of business.
What makes you different from other financial advisers?
Our combination of personal service, technical expertise, and access to St. James's Place investment solutions creates a unique client experience focused on long-term relationships.
Reviews (4)
Sharon Cassidy
Jan 17, 2022
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Wow what a place, lovely staff, great food, ambiance, lovely spa, lovely rooms. Its a dog friendly hotel so get to meet some beautiful breeds. Watch out for parking tickets, the buggers wait by your car ready to slam a ticket on your windscreen within minutes
Nicola Walker
Jan 15, 2022
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Was here in December & one of the loveliest hotels I've been too. The Kimpton is a gorgeous place to go for a night or 2
Been to this hotel 3 times. Great staff & rooms very clean also a phone in the bathroom lol. Will definitely return spring
Been to this hotel 3 times. Great staff & rooms very clean also a phone in the bathroom lol. Will definitely return spring
Michael McDonagh
Jan 11, 2022
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Beautiful hotel, brilliant staff, great bar and free wine offer was excellent. The door staff was polite and welcoming this afternoon and evening.
Teerapong Tiyaboonchai
Dec 28, 2021
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Been to the hotel last week, checked in everythings all good front reception and concierge were very helpful. Left the hotel and forgot a jean in the room. I then tried ringing back, very hard to get through, communicate with the staff twice for the lost items, ask to at least email me back if they find or do not find my stuff. No feedback for one week now. I only hope the hotel can response better than this.
