Paton Wealth Management Limited

Independent Financial Adviser  4 Woodside Place, Glasgow, G3 7QF
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FCA authorised
Last authorised 21st June 2021
At Paton Wealth Management we can offer you Chartered Financial Planners that are specialists in pensions and retirement.
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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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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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Meet our advisers
MR Alistair Paton DIP PFS
Managing Director
About us

Paton Wealth Management is a firm of Chartered Independent Financial Advisers. We have extensive experience in managing the wealth of high net worth individuals. Your bespoke financial plan will consider your business investments, family commitments and planned retirement time frame. We want to give you the freedom to focus on your future and the things that matter most to you.

Our services

What we do really well is this, by taking the time to know exactly what each and every client wants to achieve we can tailor what you need that most other companies simply can’t provide.Our personal approach simplifies complex issues allowing you to plan for the future with confidence and creativity. We can then show and help you understand what is required to achieve your goals. This is all provided in a tax efficient manner within our business culture.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

4 Woodside Place, Charing Cross, Glasgow, G3 7QF

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