WealthFlow Group Limited

Independent Financial Adviser  10 Charlotte Square, Edinburgh, Midlothian, EH2 4DR
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FCA authorised
Last authorised 13th September 2021
Considered financial planning and smarter investing ensures you live the life you want. Whatever your aspirations.
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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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Duncan Glassey CFP MCSI AIFP FPFS
Chartered Financial Planner / Chartered Wealth Manager
About us

As a truly independent business, you can rely on us to
give you unbiased support and guidance every step of the way.

Above all, we want to build and retain a long-term relationship with you.

Our services

We guide you to make the right decisions for you.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

We recognise the money you entrust us with represents your hopes for the future.

We take this responsibility seriously.

10 Charlotte Square, Edinburgh, Midlothian, EH2 2ER

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