Aspire Wealth (Scotland) Limited

Independent Financial Adviser  272 Bath Street, Alloa, Clackmannan, FK10 1NP
First meeting at adviser's own cost
Our driving force is to provide jargon-free financial advice to help you grow, protect and preserve your wealth.
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 & 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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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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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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Income protection insurance
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Life 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
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Alana McFarlane
Director - Independent Financial Consultant

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.
K Kennedy, Glasgow
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.
D & L Millar, Barrhead
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.
D Devlin, Kilmarnock
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.

Where to find us

272 Bath Street, Glasgow, G2 4JR

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 24th February 2020

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