Aspire Wealth (Scotland) Limited

Independent Financial Adviser 272 Bath Street, Glasgow, G2 4JR
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th October 2018
Our driving force is to provide jargon-free financial advice to help you grow, protect and preserve your wealth.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Alana McFarlane
Director - Independent Financial Consultant
Accreditations
Certified Financial Planner
Where to find us

272 Bath Street, Glasgow, G2 4JR

Contact us
About us

Aspire Wealth (Scotland) Limited provides independent financial advice to Glasgow, Lanarkshire and surrounding areas.

Between us we have over 30 years of providing reliable financial advice to individual clients as well as businesses. We pride ourselves on our long term ongoing relationships with our clients and the fact that they are so happy with your service, they refer us to their family and friends.

We offer an impartial Independent Financial Advice Service with a friendly touch.

We appreciate that financial planning is complex. While we don't have a crystal ball we have experience and expertise and will strive to ensure that your finances are as future proof as possible.

Our services

INVESTMENT ADVICE AND WEALTH MANAGEMENT - offering you a thoroughly professional, highly individual service to help you understand your financial situation, protect what you already have and increase the value of your assets to put you in a more advantageous financial position, now and in the future.


RETIREMENT INCOME PLANNING – helping you understand all your open market options, including the different types of annuities, phased retirement and income drawdown.


LIFESTYLE FINANCIAL PLANNING – protecting the lifestyle you enjoy now, both for yourself and your loved ones, and helping you plan to achieve the lifestyle you want in the future.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Aspire Wealth (Scotland) Ltd are authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No. 756596 at www.fca.org.uk/register. The Financial Conduct Authority do not regulate taxation and trust advice. There may be a a fixed fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £250. Your home may be repossessed if you do not keep up repayments on your mortgage.

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