Wright, Johnston & Mackenzie LLP

Independent Financial Adviser 302 St Vincent Street, Glasgow, G2 5RZ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Graham Murray
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Ron Nicolson
Wealth Planner
Grant Johnston
Wealth Planner
Where to find us

302 St Vincent Street, Glasgow, G2 5RZ

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

WJM is authorised and regulated by the Financial Conduct Authority.
Our FCA reference number is 231170.

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