Business Details
11 Years
experience
Your Trusted Financial Partner in Glasgow
Established in 2016, we are an independent financial advisory firm authorised and regulated by the Financial Conduct Authority. Our team of experienced professionals specialises in creating tailored financial plans that align with individual client goals, offering expertise in wealth creation, protection, management, and preservation. We prioritise long-term client relationships through transparent communication and a commitment to impartial advice. Our services encompass pensions, investments, retirement planning, and tax-efficient strategies, with a focus on empowering clients through financial education. We operate a complimentary initial consultation to assess client needs before delivering customised solutions. Our Glasgow-based team maintains a client-centric approach, combining technical proficiency with a dedication to demystifying financial complexity. We uphold rigorous compliance standards and encourage clients to utilise the Financial Ombudsman Service for dispute resolution when necessary.
Services
Wealth Creation
Wealth Protection
Wealth Management
Wealth Preservation
Investment Planning
Served areas
- Glasgow, West End, Giffnock, Thorntonhall, Bearsden, Edinburgh, Dunblane, St Andrews, Haddington, Comrie, Troon
Details
- Year established: 2015
- Employees: 5
Highlights and features
- Scotland on Sunday IFA of the Year 2013
- Scotland on Sunday IFA of the Year 2015
- FT Money Management Magazine Protection Planner of the Year 2015
- Independent Financial Adviser Glasgow
- Female IFA Glasgow
Associations and certifications
- Authorised and regulated by the Financial Conduct Authority 717874
- Member of the Personal Finance Society
Services
Wealth Creation
We develop strategic wealth creation plans tailored to individual financial goals. Our approach combines market analysis with risk assessment to optimise investment opportunities. Clients benefit from ongoing portfolio reviews and adaptive strategies that respond to changing market conditions and personal circumstances.
Retirement Planning
Our retirement planning service creates comprehensive strategies for post-work financial security. We assess current pension provisions, tax implications, and lifestyle aspirations to formulate sustainable income plans. Regular reviews ensure continued alignment with evolving regulations and personal circumstances.
Investment Management
We offer active investment management across diverse asset classes. Our strategies focus on risk-adjusted returns through diversified portfolios tailored to client risk profiles. We provide regular performance reporting and rebalancing to maintain strategic alignment with financial objectives.
Tax Efficiency Planning
Our tax planning service identifies legitimate opportunities to minimise tax liabilities. We specialise in utilising ISAs, pension contributions, and inheritance tax mitigation strategies. Solutions are designed to maximise after-tax returns while maintaining compliance with current legislation.
Protection Planning
We assess insurance needs through comprehensive risk analysis. Our protection plans include life cover, critical illness, and income protection tailored to family circumstances. Regular reviews ensure coverage remains appropriate as life situations evolve.
People
Nicola Ellis
Award-Winning Financial Adviser
Nicola Ellis, IFA of the Year recipient, leads our advisory team with over 15 years' experience in financial planning. She specialises in retirement strategies and tax-efficient investments, maintaining a client-focused approach that prioritises long-term financial security through personalised solutions.
Nikki
Financial Planner
Nikki contributes expertise in wealth creation strategies, focusing on helping clients build sustainable investment portfolios. With 10 years' industry experience, she combines technical knowledge with clear communication to demystify financial concepts for clients at all knowledge levels.
Bryce
Investment Specialist
Bryce provides specialist investment advice, managing portfolios across diverse asset classes. His 12 years in financial services include institutional and private client experience, focusing on risk-adjusted returns through strategic asset allocation and market analysis.
Julie
Wealth Manager
Julie specialises in comprehensive wealth management solutions, with particular expertise in inheritance tax planning. Her 18-year career includes both corporate and independent advisory roles, delivering tailored strategies that align with client values and aspirations.
Heather
Client Relations Director
Heather oversees client engagement processes, ensuring seamless service delivery across our advisory team. With 20 years in financial services, she focuses on maintaining our high service standards through proactive communication and continuous improvement of client experience frameworks.
Questions
What financial services do you specialise in?
We specialise in wealth creation, retirement planning, investment management, tax efficiency strategies, and protection planning tailored to individual client needs.
Are your initial consultations really free?
Yes, our first meeting is always complimentary to assess your financial situation and determine how we can help achieve your goals.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 717874.
How do you charge for your services?
We provide transparent pricing with no hidden fees. Charges are discussed openly after our initial consultation and detailed in our engagement letter.
What areas do you cover?
We serve clients across Glasgow, Edinburgh, St Andrews, and surrounding areas including Harrogate and Giffnock.
Do you offer digital communication options?
Yes, we provide flexible communication through secure online platforms alongside our in-person meetings at our Glasgow office.