CASTLEBANK FINANCIAL PLANNING LTD
20-23 Woodside Place, Glasgow G3 7QF Directions
Since 2014
Here’s The Deal:
" Castlebank Financial Planning Ltd is an independent and family-run financial planning firm that serves customers throughout Scotland. The firm provides modern, transparent and tailored financial planning services to meet the needs of the individuals or companies needs. David Jack is the managing director of the Castlebank Financial Planning Ltd. He understands how hard you work to secure your financial future; that's why he has designed his services, especially for clients. He creates personalised investment solutions, with a disciplined method to select, monitor, and modify your investments, so your plan stays on track despite life’s ups and downs. The team has over 40 years of combined experience, and they aim to give you the best financial advice and service. They are flexible in their approach to their customers. Castlebank Financial Planning Ltd serves in Glasgow, East Kilbride, Falkirk, Stirling, and Cumbernauld."
SPECIALITY:
Inheritance Tax, Estate, Investment and Financial Planning, Critical Illness, Income Protection, Health and Life Insurance, Individual Savings Accounts, Auto-Enrolment, Wills, Asset, Business Protection and Exit Strategy Planning, Pension and Retirement Advice & Executory Planning
Registration SC470413
TBR® Inspection Report:
PATERSON FINANCIAL PLANNING LTD
21 Blythswood Square, 3rd Floor, Glasgow G2 4BL Directions
Since 2004
Here’s The Deal:
"Paterson Financial Planning Ltd has an experienced team of financial advisers. The advisers offer individuals and businesses in Glasgow and the local area. The firm is committed to giving easily digestible advice that gives you clear and simple courses of action. Their mission is to help individuals and companies to reach their financial goals. They develop a practical plan created to help you meet the client's objectives. Damien Paterson is the managing director and owner of the Paterson Financial Planning Ltd. He has been working in the finance industry since 1992. The team discusses the plan with you and agree on the course of action you want to take. While the final decisions are of course yours, they are here to assist and guide you with jargon-free advice both now and in the future."
SPECIALITY:
Advanced, Pension Simplification, Personal and Stakeholder Pensions Retirement Planning, Business, Income and Life Protection Options, Funeral Care Planning, Inheritance Tax, Wills, Equity Release, Funding Long Term Care, Auto Enrolment, Mortgages, Investment Assets & Options
Registration SC268158
TBR® Inspection Report:
TRU WEALTH LTD
5th Floor Moncrieff House, 69 West Nile Street, Glasgow G1 2LT Directions
Since 2017
Here’s The Deal:
"Tru Wealth Ltd is a financial planning company that gives financial planning and mortgage advice based on Leeds. They work with individuals and organisations and provides expert advice on everything, including pensions, investments, tax planning and business development. The firm focuses on developing long-lasting client relationships that allow them to create realistic financial plans that always align with your goals yet can adapt quickly to variations in circumstances. Jonathan Robinson is the financial adviser at the Tru Wealth Ltd. He has over 34 years of experience in the financial sectors, including an investment bank, Hedge fund and Offshore Energy Exploration Firm. Their philosophy is built on the solid foundations of their collective experience. Tru Wealth Ltd provides tailor-made independent financial planning and mortgage guidance."
SPECIALITY:
Retirement Planning, Pension and Building a Fund, Investments, Tax Planning, Protection, Business Advice & Mortgages
Registration SC440074 | 776859