Aspire Wealth (Scotland) Limited
Our driving force is to provide jargon-free financial advice to help you grow, protect and preserve your wealth.
We can advise you on
Pensions & retirement planning
Building your home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Last authorised 24th February 2020
Meet our advisers
Director - Independent Financial Consultant
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
My family and I have been looked after by Alana for a number of years now. My husband Stephen was the first of the Kennedy’s to use her to look after his investments with Legal and General and was full of praise for her professionalism knowledge, experience and friendliness as well as her easy manner which makes dealing with financial matters a lot simpler. Throughout the transition period when I lost my husband she ensured that my children who also have investments and I had the best advice and was sympathetic and understanding of our needs and attitudes towards risk. I had absolutely no qualms at all about continuing to deal with Alana and allow her to continue to look after my investments and those of my family now that she has set up her own business. I trust her implicitly and I know that she will always advise me in a professional and caring manner. I wish her every success in her new venture.
My wife and I have been clients of Mark for over 10 years as a direct result of him working for Legal & General. We have always found him to be reliable, knowledgeable and professional and we will continue to work with him now that he has started his own company.
I have dealt with Mark or over 10 years and he has provided advice on many occasions. I have always found him to be professional and knowledgeable, and I would have no hesitation in recommending him as a Financial Consultant.
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.
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.
Where to find us
272 Bath Street, Glasgow, G2 4JR
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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