Founded in 2007, Wealthflow provides financial planning, life coaching and independent investment advice.
Our client-centred approach incorporates exceptional service, with our systematic investment philosophy carefully designed to reflect your attitude to investment risk.
Working in conjunction with your other professional advisers (e.g. solicitor, accountant, tax specialist), our goal is to build meaningful, long-term working relationships to support you to achieve and maintain your desired lifestyle.
- Financial Life Management™
- Life Transitions Coaching™
- Lifetime Spending Plans™
- Money Coach Programme™
- VIGOR™ - an exclusive, client-focussed, financial life management process
- Proven tax-saving strategies
- Access to the world's largest and most exclusive fund managers
Our most recent awards:
- New Model Adviser Firm of the Year (Scotland & Northern Ireland, shortlisted 2019)
- UK Chartered Financial Planning Firm of the Year (shortlisted 2019)
- Money Age Awards, UK Financial Planning Firm of the Year (shortlisted 2017)
- New Model Adviser Magazine, Top 100 (2012 - 2017)
We support you to live the life you want.
A holistic financial planning service centred around you and your goals.
An understandable and clear investment philosophy.
Qualified to the highest global standards.
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