WealthFlow Group Limited

Independent Financial Adviser  Abbey House, Edinburgh, Midlothian, EH2 2ER
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Duncan Glassey CFP MCSI AIFP FPFS
Chartered Financial Planner / Chartered Wealth Manager
What our clients say
WealthFlow provides a superb personalised service. Their comprehensive knowledge and expertise is coupled with a genuine interest in our family resulting in a well-rounded financial management solution.
Danielle Ellis, Gloucestershire
WealthFlow has looked after my finances with enormous skill throughout a difficult time for me when my husband died. Highly personalised service has enabled me to feel in control of my financial position.
Fiona J, Edinburgh
WealthFlow understands every stage that has faced us throughout our journey. Their guidance and focus reminds us of what my son's settlement monies are for, to ensure the required level of care and support is maintained throughout his life.
Sharon M, Glasgow
Working together with WealthFlow has made a massive difference to our client. It has been a real success.
Nicola S, Solicitor, Glasgow
Having been with WealthFlow for a number of years now, the WealthFlow team have been great throughout. Whether it be a simple query or larger decisions they have been there every step of the way.
Ross P, London
It is incredibly important to me that our clients receive expert financial advice, tailored to their individual needs. It is for that reason our relationship with WealthFlow is so valuable.
Liesa S, Solicitor, Edinburgh
Having been introduced by our solicitor, from the outset we found WealthFlow so easy to deal with, an invaluable service, explaining everything in layman's terms and providing our family with much needed peace of mind.
Tracy S, Inverness
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.

Where to find us
Head office address: Abbey House, 83 Princes Street, Edinburgh, Midlothian, EH2 2ER
Service coverage
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
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    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.

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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