Gilliland Neilson Brown Indepependent Financial Advice

Independent Financial Adviser  Chartered Financial Planners & Wealth Managers, Glasgow, G2 2PQ
First meeting at adviser's own cost
We focus on ensuring you achieve your goals without breaking the bank on costs.
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Steven Mason FPFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner
Karen Blaney
FInancial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Ailsa Brown BA ACII
Managing Director
About us

Gilliand Neilson Brown are Chartered Financial Planners ensuring you receive advise of the highest standard. We provide independent advice, on a time based fee basis or commission can be chosen for insurance and annuities for more flexibility to suit your needs. Our success depends on client loyalty, we will therefore never recommend products which, in our view, are overpriced or unnecessary. We are not tied to any company and do not work to sales targets, believing they are detrimental to client interests in a professional environment, where trust is essential. We aim to provide the best client experience possible as we are not a large national business with pressures from management. We can therefore spend the appropriate amount of time with you to ensure we assist in helping you reach your objectives. We have an excellent track record of achieving strong returns for client's portfolios, no matter what their risk profile is, albeit there is no guarantee on future returns. We have easily accessible office space in Glasgow City centre but if you prefer us to come to your home, or place of work, then that can also be accommodated.

Our services

We sell advice not products. We help minimise your tax liabilities, have a history of excellent portfolio returns, are very competitively priced for the level of service provided and our advisers are amongst some of the most highly qualified within the industry. So you can rest assured you are in a good safe pair of hands. We are not risk takers with your hard earned cash. We are very conscious of protecting the downside as much as possible whilst trying to target the level of returns you need.

Where to find us
Head office address: Chartered Financial Planners & Wealth Managers, 216 West George Street, Glasgow, G2 2PQ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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