18 Lairds Grove, Hatton of Fintray, Dyce, Aberdeen, Aberdeenshire, AB21 0JR
Stewardship Wealth was set up by Simon Glazier, the UK Chartered Financial Planner of the year 2015/16, in order to provide a highly personalised, holistic financial planning service to a small number of clients.
Having worked at one of the UK's top financial planning firms he has first hand experience of delivering world class financial planning and advice, he is a Fellow of the Personal Finance Society and a Pension Transfer Specialist qualified to give advice on Occupational Pension Scheme Transfers.
We specialise in retirement planning, helping you work out when you can afford to retire, making best use of your tax allowances and exemptions to squeeze maximum value out of your final few years of work. Then at the point of retirement setting up a cohesive investment and tax planning strategy so you know how much you can afford to spend each year, maximising the enjoment of your time and health while you are young enough to do so. We build a financial plan so you can plan for the future without the fear of running out of money.
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