Wellington Wealth, Glasgow

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Verified Listing, updated on 16/07/2020

Opening Times

Hours may differ
FridayFr
09:00 – 17:00
SaturdaySaClosed
SundaySuClosed
MondayMo
09:00 – 17:00
TuesdayTu
09:00 – 17:00
WednesdayWe
09:00 – 17:00
ThursdayTh
09:00 – 17:00
Closed.
Opens in  2 days 13 h 7 min.
2 days 13 h 7 min

To book an appointment with one of our qualified advisers please call 0141 221 3222 during business hours.

Official Data

Official Name
WELLINGTON WEALTH (GLASGOW) LIMITED
Reg. office address
5TH FLOOR GORDON CHAMBERS, 90 MITCHELL STREET, G1 3NQ, GLASGOW, Glasgow City
Company Number
SC514125
Jurisdiction
Scotland
SIC Code
66190 - Activities auxiliary to financial intermediation n.e.c.
Date of Incorporation
27 Aug 2015

Description

We are independent financial advisers based in Glasgow. We offer pre and post retirement planning, tax efficient investments, protection planning for individuals and businesses, inheritance tax mitigation.


Company description
Our Wealth Services:
Life events trigger the need for financial advice.
Every client we work with has a unique set of circumstances.
Our qualified and experienced team, work with you to fulfil your dreams and aspirations for the future.
We deliver impartial advice and genuinely care about outcomes for our clients.
Our knowledge and skills allow us to provide tailored advice to your situation.
Our aim is a long term relationships with our clients.
Our areas of expertise include, but are not limited to.

Whatever your situation, a good financial plan tailored to your circumstances can make a difference. Our first meeting is free, after listening carefully to your circumstances and objectives, we will be able to let you know whether we can help you.
Keywords:
Business Support, Financial Services, Independent Financial Advisers, Financial Advisors, Financial Planners, Professional Services, Local Services
Services
Business Consultants, Finance
Service Areas
Glasgow, Edinburgh, St Andrews, Thorntonhall, Dunblane, Comrie, Haddington, Colinton, Giffnock Troon
Spoken languages
Limited French
Available payment methods
  • Bank transfer
    Bank transfer
  • Cheque
    Cheque
Wellington Wealth is listed in the following categories:

Reviews

Yably

Wellington Wealth

5 from 5

Very good

1 Reviews

Yably

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Contact Persons

Nicola Ellis
CUSTOMER SERVICE

Send message

0141 221 3222

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Products & Services

Investments Tax efficient investments and savings plans for high net worth individuals.

Pensions Pre & post retirement planning for individuals. Pension review & consolidation. Projected income in retirement.
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