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