Paton Wealth Management Ltd, Glasgow

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updated on 16/07/2020

Opening Times

Hours may differ
FridayFr
09:00 – 05:00
SaturdaySaClosed
SundaySuClosed
MondayMo
09:00 – 05:00
TuesdayTu
09:00 – 05:00
WednesdayWe
09:00 – 05:00
ThursdayTh
09:00 – 05:00
Open.
Closes in  19 h 37 min.
19 h 37 min

Description

Paton Wealth Management Ltd are Independent Financial Advisers in Glasgow providing specialist financial advice on investments, trusts, retirement and pensions (including SIPP advice) and tax.


Company description
Your finances similar to your life experiences are always evolving. At Paton Wealth Management, we are focused on creating a long-term relationship with you that is based on understanding, knowledge and a joint commitment to progress. We look to provide a professional service and are committed to creating long-term financial stability for you, on a transparent fee basis. We understand the financial side of life can be complex with surprise events which is why we work hard to get to know you and your family’s aims and concerns. We then provide quality wealth management services and solutions to help you achieve the security and life you want.
Investment risk analysis on existing portfolios. Estate Planning - minimising the impact of inheritance tax and ensuring your assets are distributed in accordance with your wishes. Tax efficient Pensions and retirement planning, this includes complex Pension transfer advice and cutting edge retirement options. Trust options and offshore tax efficient planning.
Portfolio and Cash Management strategies. Tax optimisation - reducing your tax liabilities. Evaluate & measure the risks affecting your planning - consequences of disability, premature death or even longevity. We also understand there are many aspects to provide solutions to meet your objectives which is why we work with trusted Solicitors and Accountants to ensure you are receiving the best possible advice and suitability.
Keywords:
Financial Planning, Financial Advice, IFA, Financial Planners, Retirement Advice, Corporate Financial Planning, Sipp Advice, Investment Advice, Tax Planning, Life Assurance, Inheritance Tax, Pension Advice, Trusts, Impartial Advice on all Financial Services, Pension Scheme, Patons
Services
Investment Services
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