Business Details
22 Years
experience
Your Trusted Financial Advisers in Glasgow
Founded in 2004, Paterson Financial Planning has grown organically through client referrals by prioritising tailored financial solutions. Our approach begins with understanding clients' unique circumstances and aspirations, followed by developing actionable plans to achieve their goals. With decades of combined experience, our team specialises in pensions, investments, and corporate financial strategy, serving individuals and businesses across Glasgow.We focus on clear, jargon-free advice, maintaining long-term client relationships built on trust and expertise. Our commitment to continuous professional development ensures clients receive up-to-date guidance aligned with evolving financial regulations and market conditions.
Services
Pensions
Investments
Protection
Mortgages
Later Life Advice
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of experience in financial services with specialist pension transfer qualifications.
- Our client-centric approach focuses on creating personalised financial strategies.
- We provide jargon-free advice accessible to all clients regardless of financial knowledge.
- Our team holds advanced qualifications including R05 and CeMAP certifications.
- We maintain transparent communication throughout the financial planning process.
Associations and certifications
- Financial Conduct Authority
What people say
Valuable information
Expert advice
Saved money
Well-informed
Highly recommend
Services
Pensions
We specialise in pension transfers and retirement strategies, helping clients navigate complex schemes. Our qualified advisers assess individual needs to create sustainable income plans. We ensure compliance with regulatory requirements while optimising tax efficiency for long-term financial security.
Investments
Our investment solutions focus on capital growth and risk management tailored to client objectives. We analyse market trends to develop diversified portfolios aligned with financial goals. Regular reviews ensure strategies adapt to changing market conditions and personal circumstances.
Later Life Advice
We provide guidance on equity release, inheritance tax planning, and care fee strategies. Our approach considers family needs while maintaining financial independence. We collaborate with legal professionals to ensure comprehensive estate planning solutions.
Mortgages
Our mortgage advice covers residential and buy-to-let financing options. We compare market rates to find suitable lending solutions while considering long-term affordability. We explain different mortgage types to help clients make informed property investment decisions.
Protection
We assess insurance needs including life cover, critical illness, and income protection. Our recommendations safeguard against financial risks while considering tax implications. We review policies regularly to ensure continued suitability as circumstances change.
People
Damien Paterson
Managing Director
With over 30 years in financial services, Damien established the company in 2004 after senior roles at major institutions. He specialises in pension transfers and corporate financial strategy, holding advanced industry qualifications.
Richard Farquhar
Director
A qualified pension transfer specialist with 21 years' experience, Richard advises on complex final salary pensions. He combines investment expertise with client-focused solutions, maintaining professional qualifications including R05 certification.
Eileen Callaghan
Client Manager
With 18 years supporting financial advisers, Eileen manages client onboarding and documentation processes. Her SVQ in Business Administration and R01 qualification ensure regulatory compliance while maintaining exceptional client service standards.
Caroline McLaggan
Client Manager
Caroline brings 25 years' industry experience, managing client relationships and training new team members. Her comprehensive platform knowledge and client-focused approach ensure efficient resolution of financial queries.
Kerr Stirling
Trainee Financial Adviser
Kerr supports clients with pension transfers and investment reviews while completing his Diploma in Regulated Financial Planning. His marketing background enhances client communication strategies during financial consultations.
Questions
What areas do you cover?
We primarily serve Glasgow and surrounding areas in Central Scotland, with clients across the UK.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority under reference 401850.
What qualifications do your advisers hold?
Our team holds advanced qualifications including R05, CeMAP, and pension transfer specialist certifications.
How do you handle complaints?
Contact us directly via email or phone to register complaints, which we resolve promptly following FCA guidelines.
Can you help with business financial planning?
Yes, we specialise in corporate financial strategy, including director remuneration and business protection.
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