Explore Financial Advisers Serving Glasgow

Review the services and client experiences of 21 financial advisers serving Glasgow. Whether you need pension planning, investment advice or broader financial guidance, identify relevant professionals and ask about consultations and fees.
7 reviews
Intelligent Pensions
28 Years
7 reviews
Intelligent Pensions provides expert retirement planning and financial advisory services to clients across the UK. Since 1998, we have combined cashflow planning with retirement strategy development to help clients achieve financial security. Our team of experienced financial planners delivers independent, tailored advice focused on long-term financial wellbeing.
Financial planning Retirement advice Pension transfers
Open, listening, reliable No financial worries Helped us retire early
6 reviews
Henderson Stone
23 Years
6 reviews
Henderson Stone provides expert financial planning, pension advice, and investment solutions to clients across the UK. Established in 2003 and based in Glasgow, we specialise in creating tailored strategies to enhance financial security. Our FCA-regulated services prioritise client needs through personalised, transparent, and ethically driven financial guidance.
Financial Planning Retirement Planning Estate Planning
Excellent service Professional and trustworthy Sound and informed advice
Prosperity Financial Solutions provides independent financial advisory services specialising in pensions, investments, protection, and mortgages. With over 22 years of experience, we deliver bespoke advice tailored to individual and business needs. Our client-centric approach combines ethical practices, regulatory compliance, and local market expertise to help clients achieve long-term financial security.
Pensions Investment Protection
Excellent service Knowledgeable professionals Highly recommended
Simple Financial Planning is an FCA-regulated advisory firm offering mortgage solutions, insurance products, and debt management services. Our secure online portal enables comprehensive financial tracking while our qualified planners provide personalised guidance. With demonstrable expertise in buy-to-let mortgages and pension planning, we combine regulatory compliance with client-focused service delivery.
Mortgage Advice Insurance Brokering Debt Management
Extremely professional Well informed Very helpful
Financial Planning Options is an independent financial advisory firm offering expert guidance on pensions, mortgages, investments, life assurance, and more. We specialise in impartial advice tailored to personal and corporate financial planning needs. Our FCA-authorised services ensure transparency, value, and compliance with UK regulatory standards.
Pensions Mortgages Investments/Savings
Professional service Peace of mind
3 reviews
KPW Investments
15 Years
3 reviews
KPW Investments provides independent financial advisory services specialising in retirement planning, pension transfers, and inheritance tax strategies. Our Glasgow-based team designs customised investment portfolios while offering expert guidance on ISAs, insurance, and estate planning. With a focus on long-term client relationships and regulatory compliance, we deliver tailored solutions to help individuals achieve their financial goals.
Retirement Planning Pension Transfers Inheritance Tax Planning
First class professional service Sound investment advice Peace of mind
Just Financial Group offers bespoke financial planning and wealth management services tailored to private clients, businesses, and trustees. Specialising in holistic investment strategies, pension planning, and tax-efficient solutions, we prioritise client goals through independent, jargon-free advice. Our Chartered Financial Planners deliver personalised strategies to secure long-term financial stability.
Wealth Management Investment Planning Pension Advice
2 reviews
I L M Financial
30 Years
2 reviews
I L M Financial is an independent financial advisory firm in Glasgow, offering expert guidance in pensions, investments, and mortgage planning. Established in 1996, we focus on long-term client relationships and regulatory-compliant solutions. Our services cater to personal and business clients seeking tailored financial strategies.
Pensions Investments Mortgages
Kelvin Financial Planning provides expert financial advisory services specialising in pension planning, investment management, inheritance tax mitigation, and protection strategies. Based in Glasgow, we help clients achieve financial security through personalised, jargon-free advice tailored to their specific life goals. Our holistic approach combines technical expertise with a deep understanding of individual client needs.
Pension planning Savings and investments Inheritance tax planning
No financial worries Thorough and clear Confidence in financial future
Riverpark Investment & Financial Consultants Investment & Financial Consultants provides independent financial advisory services to individuals and businesses across Scotland. Specializing in investment planning, pensions, and corporate finance, we deliver personalized solutions grounded in deep market expertise and regulatory compliance. Our FCA-regulated framework ensures clients receive objective advice aligned with their evolving financial goals.
Investment & Savings Pensions Life Assurance
Professional and easy to deal with Excellent service Satisfactory service
1 review
Chase de Vere
50+ Years
1 review
Chase de Vere provides independent financial advice for individuals and businesses, specialising in retirement planning, investment strategies, and wealth protection. With over 50 years of experience and 200+ advisers nationwide, we deliver tailored solutions prioritising client interests through impartial guidance. Our holistic approach combines award-winning expertise with long-term relationship-building to help clients achieve financial confidence.
Retirement planning Investment strategies Estate planning
Expert guidance Personalised solutions Award-winning service
4 reviews
Blythswood Associates
30 Years
4 reviews
Blythswood Associates provides tailored financial planning and wealth management services, helping clients achieve their financial goals through expert, client-focused advice. We specialise in investment planning, retirement strategies, and corporate financial solutions, combining technical expertise with a personal approach. Our partnership with St. James's Place enhances our ability to deliver distinctive investment management solutions.
Investment planning Retirement planning Protection planning
Not rated yet
Davidson Asset Management
23 Years
Not rated yet
Davidson Asset Management is a UK-based financial consultancy specializing in employee benefits for the hospitality sector. We deliver bespoke solutions including Corporate Pensions, Group Risk Schemes, and Workplace Financial Education to enhance recruitment, retention, and staff well-being. With over 20 years of industry expertise and a client-centric philosophy, we empower hospitality businesses to become employers of choice.
Corporate Pensions Group Risk Schemes Workplace Financial Education
Workplace Pension Advisory Service delivers compliant auto-enrolment pension solutions for UK employers. Established in 2012, we specialise in simplifying workplace pension obligations through impartial scheme selection, full administrative support, and ongoing compliance management. Our services protect employers from legal risks while ensuring employee financial security.
Auto Enrolment Setup Compliance Management Employee Communication
HUB Asset Management provides a web-based asset management system tailored for the social housing sector. Our platform enables property data tracking, compliance reporting, and mobile data capture, offering intuitive tools to streamline housing stock management and investment planning.
Asset Management System Mobile Data Capture Compliance Reporting
Intuitive and easy to understand Excellent asset management tool Transparent pricing structure
Not rated yet
Fitzallan
22 Years
Not rated yet
Fitzallan provides independent financial planning services for individuals and businesses across the UK. Specialising in pensions, investments, tax planning, and corporate financial solutions, we deliver tailored advice to grow and protect wealth. Our approach combines decades of experience, Chartered status, and a commitment to low-cost, sustainable strategies.
Pensions planning Investment planning Protection
Not rated yet
Advanced Asset Consultants
17 Years
Not rated yet
Advanced Asset Consultants provides independent financial planning services specialising in pensions, investments, and wealth protection. Based in Glasgow and operating nationwide, we deliver tailored solutions for private and corporate clients. Our FCA-regulated expertise ensures clients receive objective advice aligned with their financial goals and risk tolerance.
Pensions Investments Protection
Highly appreciative Great and friendly service Efficient and professional
Not rated yet
A G L Wealth Management
17 Years
Not rated yet
A G L Wealth Management is an independent financial advisory firm specialising in wealth management, pensions, and tax-efficient planning for individuals, trustees, and businesses. We deliver tailored solutions through discretionary investment management, retirement planning, and corporate financial strategies. Our client-centric approach combines technical expertise with a commitment to transparency and long-term partnership.
Private Client Services Corporate Services Investment Management
Not rated yet
Glasgow Wealth
12 Years
Not rated yet
Glasgow Wealth provides independent financial advice specialising in pensions, investments, and retirement planning. Our goal is to help clients build tax-efficient portfolios and secure sustainable income for retirement. With expertise in inheritance tax mitigation and cashflow modelling, we deliver tailored solutions for individuals and businesses nationwide.
Pension Planning Investment Management Tax Efficiency Advice
First-class advice Consummate professionalism Tailored to personal needs
Not rated yet
Principal & Prosper
23 Years
Not rated yet
Principal & Prosper provides tailored financial advice and investment management services, specialising in retirement planning, asset protection, and tax-efficient strategies. With over 21 years of experience and 1.95 billion in assets under management, we prioritise client needs through transparent, jargon-free guidance. Our team of experts delivers bespoke solutions for individuals and businesses, combining decades of industry knowledge with a commitment to long-term partnerships.
Retirement planning Investments Protecting my family
Warm, well informed, friendly team Expert advice Heartfelt thank you
Talon Associates provides independent financial advisory services to individuals and businesses in Glasgow and across Scotland. Specialising in pensions, investments, mortgages, and protection planning, we offer tailored solutions that adapt to clients' evolving financial goals. As FCA-regulated advisors with over 50 years of combined experience, we prioritise transparency, client education, and long-term financial security.
Retirement Planning Wealth Management Mortgages
Renfrew (5.5 mi) Paisley (6.9 mi) Uddingston (7.1 mi) Coatbridge (8.6 mi) Bellshill (9.2 mi) Beith (16.7 mi) Larbert (19.6 mi) Kilmarnock (19.8 mi) Greenock (20.5 mi) Bathgate (23.7 mi)