17 Wealth Management
At 17 Wealth Management, we know that everyone has different goals, aspirations and priorities, that’s why we will work closely with you to fully understand what is important to you and build our advice around it, helping you to achieve your goals.
We can advise you on
Pensions & retirement
Annuity purchase
Auto enrolment
Defined benefit
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
SIPPs
Stakeholder
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
OEICs
Offshore investments
Socially responsible investments
Traded endowment policies
Unit trusts
Savings
Lump sum
National savings
Regular savings
Savings for children
School fees planning
Insurance & protection
Critical illness
Income protection insurance
Life insurance
Tax & trust planning
Capital gains tax
Estate planning
Income tax
Taxation planning
Business
Corporate pension
Employee benefits
Group ISA
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Group risk
Long Term Care
Long term care
FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Robbie MacKillop
Independent Financial Adviser
What our clients say
Robbie was fantastic to deal with. I cannot recommend him highly enough. Friendly, knowledgeable, professional, courteous, polite etc, etc. Very easy to deal with and I continue to do so happily in the knowledge that if I have any requirements regards my personal finances I can contact Robbie.
Robbie explained the benefits (for my wife and I) on moving to a Drawdown pension, also Robbie has helped us plan for the future when I retire. I cannot fault Robbie, he has kept me informed of any changes on my portfolio and offered guidance along the way.
Robbie has been extremely helpful by providing regular updates on my investment and often helping outside normal hours when I have had questions or concerns regarding my account. Robbie has been more than helpful, his knowledge and understanding of the markets, in particular during this current situation have been excellent. He has kept me updated with recent events and suggestions to keep my investment safe. I can’t really think of anything that could be improved.
Robbie took over my account a couple of years ago. He acts in a very professional and transparent manner and spent a significant time with me when I crystallised my pension in 2019. He has always answered any questions with clarity and understanding.
Robbie helped by explaining the process, whether it was the right decision given my circumstances and the potential benefits in the long term. Robbie also to time to explain the risks involved and how those risks would be managed and mitigated. Despite the current Covid-19 crisis Robbie has kept me abreast of how the SIPP is doing and the strategies employed. There has been good use of video conferencing for periodic reviews rather than going into the office
Robbie has been our direct advisor for the past couple of years. He has been excellent in his advice, responsiveness and pro-activity.
Mr Mackillop was able to summarise the appropriate investments that met my goals and aims. Professional and detailed service provided by Mr Mackillop. Language during the communication stage has suited my understanding of a business that’s new to me.
Service is exceptional and provides clear, concise and effective advice on all aspects of wealth management. 100% effective and delivered on all aspects of the services required.
Good understanding of requirements. Clear advice. Transparency of fees.
About us
With 18 years+ experience in financial services and banking, the team at 17 Wealth Management has many years’ experience providing advice and support to people, families and businesses across the UK.
We build, develop and maintain relationships with our clients and their families, to ensure we earn your trust and keep it.
We pride ourselves on our honest and professional approach when dealing with all clients, which we believe is key to any good relationship.
Our services
We provide bespoke financial advice to our clients for their
Investment Planning,
Retirement Planning,
Estate & Inheritance Planning,
Protection Planning,
Tax Planning,
Mortgages,
Savings & more.
Where to find us
Head office address: 176 Bath Street, Glasgow, G2 4HG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
-
FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
Advice methods
-
Telephone
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Online (Live chat, video, email)
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Face to face
FCA authorised
Last authorised 8th August 2022
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