Advice & Wealth Management Solutions LLP

Independent Financial Adviser  272 Bath Street, Glasgow, City of glasgow, G2 4JR
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FCA authorised
Last authorised 27th July 2020
Let us help you invest wisely, save tax & secure your financial future. Our experienced team offers unbiased & trusted
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
Joanne Woods
Partner & Independent Financial Adviser
Ross Macarthur
Partner & Independent Financial Adviser
Brian Collins
Partner & Independent Financial Adviser
Clayton Cumming
Partner & Independent Financial Adviser
Sue Watson
Partner & Independent Financial Adviser
About us

We do three things for our clients and expect one in return. We help them:-
1) Simplify their financial lives and achieve their ambitions
2) Generate the necessary income to sustain the lifestyle they require now and in retirement.
3) Build a legacy for following generations or charitable causes.

What we expect in return: should our clients have a questions on anything pertaining to their finances, we expect to be the first phone call. We want to be your first choice as a financial adviser.

With the recent changes in Pension Legislation be reassured that we specialise in Pension advice and we have full pension transfer permissions which include being able to advise on Final Salary Transfers, Occupational Pension Schemes & Personal Pensions.

Our services

What can you expect from us ? Good honest straight forward financial advice. That's why we continue to attract new clients and retain our existing clients.

We can meet you at our offices in Glasgow or arrange a home visit throughout Central Scotland, whatever is easier for you.

Any initial meeting of any duration is free of charge.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

272 Bath Street, Glasgow, Scotland, G2 4JR

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