Vance Financial Management

Independent Suite 324-325, Baltic Chambers, 50 Wellington Street, Glasgow, Lanarkshire, G2 6HJ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
14th October 2019
Expert independent financial advisers specialising in Investments, Pensions, Life Insurance (personal & business), Protection Polices, Retirement Planning and Trusts.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
David S. Vance B.A. DipPFS
Independent Financial Adviser
What our clients say
I have known David Vance for approximately 14 years. Over that period he has handled my pensions and investments. His knowledge and financial advice have stood me in good stead, I would recommend him to anyone requiring impartial advice.
Mr W. O., Glasgow
Having used Vance Financial Management for several years now. I would have no reservation in recommending David and his team to give sound advice on any future investments that any of my friends and family would make.
Mrs A. G., Glasgow
Where to find us

Suite 324-325, Baltic Chambers, 50 Wellington Street, Glasgow, Lanarkshire, G2 6HJ

Make an enquiry
About us

Service has always been our core focus.

At Vance Financial Management, we believe in creating long-term relationships; so it's no surprise that after over 20 years of advising some clients, we continue advising the second generation who having seen their parents prosper, are more than happy to place their trust in us.

We're a dynamic and proactive business, and over the years as financial advisers, we've created an excellent reputation for honesty, integrity and service.

Our services include: Investments, Pensions, Life Insurance, Critical Illness Cover, Business Life Insurance, Inheritance Tax, Trusts and Long Term Care Planning.

We understand that for some people taking the first step in contacting a financial adviser may be the most difficult. So that's why we let you make all the decisions.

We will research and establish which providers best suit your needs. This may be for investments, trusts, pensions, or protection policies.

We provide whole of market independent financial advice on products from all firms across the market, to give unbiased and unrestricted advice.

Our advice will be clear, straight forward and concise, missing out all the jargon. For us it's so important that you feel comfortable and fully understand the advice we're giving you.

Our services

Our Promise to You

Honest Assessments
We only take on clients when we’re sure we can help them with their finances. If we can’t help you, we won’t try.

Tailored Strategy
We assess your needs and wants to create a tailored offering that it suitable for your requirements, so you’ll never pay for a service you don’t need.

Transparency
You’ll never be kept in the dark at any point, we’ll communicate with you clearly in plain English so you know exactly what we’re doing and why, as well as what comes next.

Personal Communication
Dedicated adviser to answer your questions

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