Connect Financial Services

Independent 42 Westbourne Crescent, Bearsden, East Dunbartonshire, Glasgow, G61 4HD
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
21st October 2019
At Connect Financial Services, we take pride in providing a personal, professional and bespoke financial advice service
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Scott Buchanan Dip IP(CIBOS)
Director
Ken Baxter BA(econ), Dip PFS
Managing Director
What our clients say
Considering how many pensions I had and how little I knew about them, they made sure I knew what each plan did and the likely benefits available from them, before recommending what was best for the future.
Jane Reid, Edinburgh
I was more than happy with the advice I was given, which helped me understand my options and invest my money in the best possible way for my families future.
David Dunsley, Glasgow
Where to find us

42 Westbourne Crescent, Bearsden, East Dunbartonshire, Glasgow, G61 4HD

Make an enquiry
About us

At Connect Financial Services, we work as a team, which makes us very different to the majority of financial advice firms.

As well the relationship you have with your Consultant, you will also have a team of experienced individuals working behind the scenes to help you to achieve your goals through research, reporting and the administration that goes hand in hand with the financial advice process.

We ensure you understand your options, how the products work and all of the costs involved, including our fee, before processing any business on your behalf.

Our services

We understand that financial services can be confusing for a lot of people. We pride ourselves in taking time to make sure that all our clients fully understand, and are comfortable with, both Connect Financial Services and the advice we provide. All our clients have their own dedicated adviser to ensure continuity of advice in the future Our independent status is vital to our clients, as it enables us to give full impartial advice and to provide tailor made solutions from the most appropriate selection of products and services, ensuring their needs and objectives are met.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0