Paterson Financial Planning Ltd has established itself as a renowned provider of financial services. At the helm of this enterprise is Damien Paterson, the Founder and Managing Director, whose expertise lies in the delivery of inventive investment and pension solutions tailored to meet the unique needs of both individuals and corporations. Damien's unwavering commitment is directed towards furnishing clients with easily implementable financial plans and solutions that pave the way for the realization of their desired goals and aspirations. Damien engages in close collaboration with solicitors and accountants, lending his expertise to clients across various domains. This includes evaluating substantial settlements for personal injury cases, navigating complex divorce settlements that involve pension allocation, and overseeing trust fund investments and planning. Damien and his team adhere to a straightforward and pragmatic approach, diligently crafting actionable plans designed to guide clients towards the achievement of their objectives.
UNIQUE FACTS:
• Certified Professionals
• Online Consultations
• On-site Services.
3 Best Financial Services in Glasgow, UK
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PATERSON FINANCIAL PLANNING LTD REVIEWS
I have had the great fortune of engaging professionally with Damien and the team at Paterson Financial Planning Ltd now for a considerable period of time where they look after the financial affairs/insurance policies of not only my business, but also my own personal and family situation too. The levels of professionalism, advice, communication and attention to detail are phenomenal and each of the staff are only too happy to accommodate their client portfolio in anyway that they can. Furthermore, Damien is a knowledgeable leader within his industry and it is with absolute confidence that I place my trust in his judgement/advice.
Natalie was first class, very informative and would happily explain anything that I did not understand. Overall great service and well recommended.
I have dealt with Damien and his team for many years, on both personal and business related financial matters. Excellent and trustworthy service and highly recommended
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Martin Campbell Financial Management stands as a distinguished beacon among Glasgow's financial consultancy firms, driven by a core mission: to empower clients in their pursuit of financial independence and the realization of their cherished lifestyle dreams for themselves and their families. At the heart of this endeavor stands Martin Campbell, a dedicated financial planner within Martin Campbell Financial Management. With unwavering commitment, Martin guides individuals, families, and astute business proprietors towards seizing control of their financial destinies through his meticulous and strategic approach. Beyond mere professional dedication, Martin's work in the financial industry is fueled by an abiding passion. He doesn't merely provide financial advice; he forges profound, enduring relationships with each client, serving as a steadfast companion throughout their unique life journeys. Martin's commitment extends to the personal realm, where he places great emphasis on delivering in-person financial advice, ensuring a deeply personalized experience for every client. His dedication culminates in the provision of an exceptional wealth management service designed to propel clients towards the realization of their most cherished financial objectives.
UNIQUE FACTS:
• Up-to-date Information
• Award Winning Service
• Online Consultations.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MARTIN CAMPBELL FINANCIAL MANAGEMENT REVIEWS
Martin was recommended to me as a financial advisor by a business colleague as I needed advice on retirement planning from someone that I felt I could trust. Martin talked through the various solutions available to me, he developed an understanding of my approach to financial risk and diligently answered my questions to help me make an informed decision. Martin was very professional at all times. I look forward to future reviews with Martin regarding my investments.
I wouldn't hesitate to recommend Martin to anyone looking for financial management advice. I was recently recommended to him during a difficult time personally and he could not have been more helpful and mindful of my circumstances. Genuinely nothing was too much and he probably ended up helping with things not exactly in his remit. He made what was a very stressful situation easier to deal with at the time and for that I cant thank him enough.
Martin has been a great help with sorting out my financial requirements for both my personal and company accounts. Always happy to discuss financial matters and promptly respond to email questions.
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Tru Wealth Ltd operates as a financial planning company generally located in Glasgow, specializing in the provision of financial planning. Jonathan Robinson serves as the dedicated financial adviser at Tru Wealth Ltd, bringing with him an impressive track record of over 10 years in the financial sector, with experience spanning an investment bank, a hedge fund, and an offshore energy exploration firm. The firm distinguishes itself by prioritizing the establishment of enduring client relationships. These relationships serve as the cornerstone for crafting pragmatic financial plans that remain in harmony with clients' objectives while remaining adaptable to changing circumstances. Tru Wealth Ltd extends its services to both individuals and organizations, offering expert guidance across a wide spectrum of financial aspects, including pensions, investments, tax planning, and business development. Their approach is underpinned by the robust foundation of their collective expertise.
UNIQUE FACTS:
• Dedicated Team Of Advisors
• Respond Quickly
• Tailored Solutions.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TRU WEALTH LTD REVIEWS
Tru wealth has helped me and my family all round from financial services- Jonathon was excellent, to getting my first mortgage with Meryn that would not have been possible without her, including protection from Hayley. Smooth transitions and really excellent customer service. They are all really experienced and helped us through the process, which made dealing with potentially stressful experiences easy and simple. Can not recommend Tru Wealth enough.
Ciaran, Vito and Graham have all been excellent in helping me with my investments. I would definitely recommend their services to friends and family. I look forward to meeting more of the team in the future with regards to mortgage advice and life insurance.
After being highly recommended by family and friends I started working with Ciaran at Tru Wealth and have found the service excellent. He has been superb at explaining everything to me and is always fast to get back to any queries I have. I met with both Ciaran and Johnathan and again they explained everything to me in detail and so I could fully understand all my options. Can recommend the company and the people highly enough.
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