Wealthflow LLP

Independent Financial Adviser  Abbey House, Edinburgh, City of edinburgh, EH2 2ER
First meeting at adviser's own cost
We believe wealth is about much more than money.
We can advise you on
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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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Socially responsible investments
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Capital gains tax
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Estate planning
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Income tax
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Duncan Glassey CFP MCSI AIFP FPFS
Managing Partner & Chartered Wealth Manager
What our clients say
Wealthflow provide a superb service. Comprehensive knowledge and expertise is coupled with a genuine interest in the person resulting in a well-rounded solution to financial management.
Danielle Ellis, Cambridge
About us

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.

We provide:

- 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)

Our services

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.

Where to find us
Head office address: Abbey House, 83 Princes Street, Edinburgh, Midlothian, EH2 2ER
Preferred clients
Minimum wealth (income/assets)
£1,000,000
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
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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