The Wealth Partnership, Glasgow

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updated on 14 February 2019

Official Data

Official Name
THE WEALTH PARTNERSHIP LTD.
Reg. office address
Klm, 1st Foor 153 Queen Street, G1 3BJ, Glasgow, Glasgow City
Company Number
SC372320
Jurisdiction
Scotland
SIC Code
64999 - Financial intermediation not elsewhere classified
Date of Incorporation
04 Feb 2010
Company Type
Private Limited Company
Previous addresses
Suite 23, Evans Business Centre 3 Whitehouse Road Stirling FK7 7SP United Kingdom

Description

The Wealth Partnership, independent financial advisers (IFA) based in Stirling, specialising in Pensions & Retirement Planning and Savings & Investment advice.


Company description
The Wealth Partnership was formed by Craig Aitken and Derek Fish in April 2007 to provide clear and refreshing Independent Financial Advice for our clients. Both Derek and Craig have over 10 years experience as IFA’s having worked together for a number of years previously. Since our inception our expert team has grown and all of our advisers have achieved the level 4 Diploma qualification that all Financial Advisers must achieve by December 2012 to continue offering financial advice. Our Chartered Status demonstrates our commitment to providing you with expert financial advice from some of the most technically qualified advisers in the industry.
Over 1000 clients have entrusted their finances to us and our commitment to creating long term relationships plays a vital part in this success. The Wealth Partnership focusses on long term solutions, not the sale of financial products. Our Service and Investment proposition ensures that your pensions, savings and investments are reviewed regularly and you are kept up to date with their progress.
Our sole aim is to provide our clients with bespoke, impartial advice to help them achieve their goals. Financial Planning is an ongoing process, not a one off event. Although our team is small in comparison to some large banks and insurance companies, our clients benefit from having a one to one service from their adviser with the back up of our dedicated administrators.
Keywords:
Financial Services, Independent Financial Advisers, Financial Advisors, Retirement Planning, IFA, Income Drawdown, Savings and Investment Advice, Pension Advice, Iht
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