Bree Wealth & Tax Management Ltd

Independent Financial Adviser Ashley Park, Uddingston, Glasgow, Lanarkshire, G71 6LU
FCA verified
18th March 2019
We specialise in saving our clients tax and protecting their wealth. We will provide independent advice you can trust.
We can advise you on
    • Corporate pension
    • Group pensions
    • Group protection
    • Group risk
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Julie Flynn DipPFS
Where to find us

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

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

Bree Wealth & Tax Management Ltd is an appointed representative of Becketts Financial Services, which is authorised and regulated by the Financial Conduct Authority and registered in Scotland, registration number 477100.

Bree Wealth & Tax Management Ltd is listed on the FSA Register, firm number 624318.

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