Wright, Johnston & Mackenzie LLP

Independent Financial Adviser  302 St Vincent Street, Glasgow, G2 5RZ
First meeting at adviser's own cost
We provide joined up advice on investments, pensions, protection, tax and estate planning for individuals, families, trusts, charities and businesses.
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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Accident & sickness
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Critical illness
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Healthcare
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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Group risk
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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
Graham Murray
Chartered Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to business.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

Accreditations
Chartered Financial Planner
Grant Johnston
Wealth Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Ron Nicolson
Wealth Planner
About us

WJM is a full service law firm with an in house wealth planning team. We pride ourselves on providing joined up advice to clients and our wealth planning team works closely with legal colleagues to look after our clients' legal, tax and financial affairs under one roof.

Our services

We advise individuals, businesses, trusts and charities, providing a bespoke plan to help you achieve your goals. Your plan is individually tailored to your specific circumstances, and reviewed and developed on an ongoing basis.

Your plan will generally cover promoting, protecting, and passing on your wealth:- to grow your wealth in line with your objectives to provide income, capital growth or a mixture of the two; to shelter your wealth from tax liabilities by using tax-efficient structures and other legal routes such as Trusts; and help plan for your wealth to pass on to your chosen beneficiaries.

Where to find us
Head office address: 302 St Vincent Street, Glasgow, G2 5RZ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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