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

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back 01413 768346 Recommend to a friend

Meet our advisers

Graham Murray

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

APFS - Associate, Personal Finance Society (PFS)

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.

R06 - Financial Planning Practice (CII)

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

Chartered Financial Planner (CII)

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.

AF5 - Financial Planning Process (CII)

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

GR1 - Group Risk (CII)

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

AF4 - Investment Planning (CII)

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

AF2 - Business Financial Planning (CII)

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

Accreditations

Ron Nicolson

Wealth Planner

Grant Johnston

Wealth Planner

Qualifications & Accreditations Hide qualifications

Regulated Diploma in Financial Planning (CII)

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.

AF3 - Pension Planning (CII)

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

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.

Compliance

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

Make an enquiry Request a call back 01413 768346 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
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.

Make an enquiry Request a call back 01413 768346 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01413 768346 Recommend to a friend

Similar advisers near you

Paterson Financial Planning Ltd

Independent Financial Adviser 0.07 mi

Our organisation is built on the trust of our clients, earning that trust through quality of service and advice.

See profile

Armstrong Watson Financial Planning & Wealth Management

Independent Financial Adviser 0.08 mi

We believe in working with our clients to provide them with proactive financial advice tailored to them.

See profile

AGL Wealth Management Ltd

Independent Financial Adviser 0.16 mi

We are the complete wealth management solutions firm of choice across central Scotland.

See profile

Continuum Financial Services LLP

Independent Financial Adviser 0.17 mi

Ken Carson is focused on delivering clear financial solutions to his clients to make their financial future real.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.