Kelvin Financial Planning

Independent Financial Adviser  1st Floor, Glasgow, Glasgow (City), G2 4RW
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FCA authorised
Last authorised 14th June 2021
Our aim is to build long term relationships with our clients and their families.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MRS Laura Finnie BA Hons DIP PFS
Consultant
MR Graeme Leckie BA Hons Dip PFS
Director
MR Michael Jackson CFP cm
Director
MR Chris Malcolm BA Dip PFS
Director
About us

Kelvin Financial Planning work on behalf of our clients. Clients usually pay us an agreed fee for work undertaken. There are a range of client service options from which to choose. There is no cost or commitment until a full breakdown of cost has been provided and agreed in advance.

We also work closely with a number of solicitor and accountancy firms and we also provide the retirement talks for a large scottish public organisation

We have recently made available on our website a range of financial planning guides and you are welcome to refer to these at no cost.

Our services

We help you to prioritise your goals. We then quantify the level of commitment it will take to achieve those goals and put a plan in place to make it happen.
We do a lot of the plan building with you present which puts you in control of the end result.

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

1st Floor, 180, West Regent Street, Glasgow, Glasgow (City), G2 4RW

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