Bree Wealth & Tax Management Ltd

Independent Financial Adviser  Ashley Park, Glasgow, Lanarkshire, G71 6LU
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FCA authorised
Last authorised 16th November 2020
We specialise in saving our clients tax and protecting their wealth. We will provide independent advice you can trust.
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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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
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group risk
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Long term care
Meet our advisers
Julie Flynn DipPFS
Director
About us

We are a family business based in Uddingston. We work with clients across the whole of Scotland and the North West of England.

While we can answer most financial planning questions, we do have three areas we have specialist knowledge of:
1) Later life planning
2) Tax planning for individuals and businesses
3) Automatic Enrolment

Our services

Bree Wealth can help you invest wisely, save tax and secure the financial future you desire. What can you expect from us? Straightforward advice.

We love financial advice, and a good question would be why? The reason we do this is we like helping people make good financial decisions. The words we use for financial information can sometimes seem like a foreign language. We genuinely enjoy helping you understand what it all really means.

It’s rewarding to see people take control of their financial future and realise that despite how confusing things first appeared, together we made it make sense.

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

Ashley Park, Uddingston, Glasgow, Lanarkshire, G71 6LU

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