What makes us different?
At professional wealth planning we specialise in helping you to make the most of your current financial situation by taking the time to understand your needs and what is important to you.
With over 35 years in this continuously changing financial environment, our knowledge and experience enables us to accurately assess the marketplace and find the best products and services for you. We pride ourselves in the most thorough research and use all available resources to ensure that we deliver a financial plan that will be regularly reviewed to help you achieve your goals and expectations.
We offer honest, reliable, face-to-face advice in the comfort of your own home, or your business premises.
What do we do?
- Retirement planning for the self employed / employed
- Business succession planning
- Investing for income or growth
- Business insurance
- Corporate tax planning
- Tax mitigation
- Family protection
- Inheritance tax planning
T: 0141 353 5087