Paterson Financial Planning Ltd

Independent Financial Adviser 3rd Floor, 21 Blythswood Square, Glasgow, G2 4BL
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Our organisation is built on the trust of our clients, earning that trust through quality of service and advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • 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
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Damien Paterson
Managing Director
Richard Farquhar
Financial Planner
Natalie Donnell
Financial Planner
What our clients say
Always there with advice when needed.
Margaret, Herts
Where to find us

3rd Floor, 21 Blythswood Square, Glasgow, G2 4BL

Make an enquiry
About us

Paterson Financial Planning is a family firm with experience of over 20 years. Our business has been built on a solid foundation of professional knowledge, word of mouth and the trust of all of our clients.

Our aim is to provide a service that is not purely transactional but is one that offers a true 'cradle to grave' service. We will be there every step of your journey to ensure you have expert financial advice at those crucial moments where the correct financial decision is essential.

Our services

Our main business focus is in the investment and pensions arena where we provide bespoke solutions for our clients. We believe in keeping things simple with no industry jargon to cloud matters, ensuring our clients leave our offices enlightened and focussed on their goals.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

We have been awarded the Gold Standard for Pension Transfer advice.

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