Best Financial Advisors in Glasgow
Handpicked from 45 vetted & reviewed Financial Planning & Wealth Management firms in the Glasgow area, discover the top 5 leading options among the selected group of 24 finalists.
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Calculators, Research Links
“I've used Capital Managers on a couple of occasions and have been delighted with their prompt and efficient service.”
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Callan Financial Group
Self Assessment Tax Returns, Payroll Services and CIS Returns, Accountancy Services
“Dealt with Mr stephen Ward over the years, the company is amazing, they have helped me with HMRC Issues and all my accounts each year
Highly recommend , definitely the best accountants in Glasgow by far”
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Prosperity Financial Solutions
Investment, Business Protection, Mortgages
“Our organisation has used Prosperity Financial Services for many years, We have a close relationship with Maria Saunders who has always been on hand with any advise and issues we are dealing with. Maria has assisted in all our staffs pension policy's...”
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McCrea Financial Services
Financial Planning For Individuals, Financial Planning For Businesses
“We have received excellent financial advice from Douglas and his team since 1999, they have been friendly, supportive and efficient at all times. I would recommend them to anyone looking for impartial professional financial advice.”
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Pia Financial Solutions - Richard Webb
- Understand
- Mortgage
- Products
“Richard has helped me attain my last few mortgages. His professional and easy manner made the whole process straight-forward and simple. I highly recommend using him and PIA financial solutions for any financial advice.”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Aberdein Considine
- Experience
- Office
“Amazing service provided by the Shawlands team when selling our house. We accepted an offer the day after it went on the market and the whole process has been extremely smooth and stress free! Would 100% recommended to anyone looking to purchase or ...”
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Martin Campbell Financial Management
- Understand
- Meeting
- Business
“After purchasing my first property I wanted to make sure I had the right protection plans in place to cover my new mortgage. Following a chat with Martin it was very clear what life insurance plans I needed to put in place and what was right for me. ...”
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Miller Samuel Hill Brown Solicitors
- Competent
- Team
- Experience
“I had instructed Laura MacSporran, Associate Solicitor in the Employment Team to provide me with legal advice on a data protection claim against a local authority in Scotland, I found Laura to be very knowledgeable and very articulate in her knowledg...”
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Intelligent Pensions
- Informative
- Markets
- Experience
“The heart of this organisation is based on professionalism. Their communications, advice and the people I come in contact with are unquestionably professional.”
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Harmoney Consulting Group
- Company
- Business
- Team
“For the first time in a long time I changed my mind. We were told previously we were not elegible for this. But after speaking with the guys at Harmoney it became apparent i was ill advised. They were clear in explaining the scheme and where exactly...”
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Scottish Trust Deed
- Debt
“I cannot thank Scottish Trust Deed enough for the help they have given me, I was in a very dark place with financial problems not knowing which way to turn until I spoken to Martyn. Over a few day he went through all my options working very hard to h...”
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J3 Debt Solutions Limited
- Company
- Stress
- Mind
“Just want to thank the team for everything, I lost my job and thought I had no where to turn and felt so low it was unreal, my debts where getting out of control due to my gambling. but thanks to a phone call with Alex he listened to my problems and ...”
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Spectrum Wealth Group
- Knowledge
- Team
- Pensions
“Once again Spectrum Wealth have gone above and beyond in understanding a pension fund I joined many years ago, working through the technical jargon in a very professional and knowledgeable way and explaining in a language that was easily understood. ...”
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Kb Trading Consultants
- Full Time
- Community
- Company
“the reviews below look fake , shocked to see that actually. take a look at trustpilot and it will show the real deal. These guys are great at what they do and the KB trading community is an amazing one. Some very good traders in the group, everyone i...”
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Gilson Gray
- Property
- Fees
- First Time Buyer
“Daniel was really kind and patient. I am so grateful to him and how professional he was, and the advice he gave all the way through the process. I will definitely recommend him, and Gilson & Gray, to friends and family!”
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180 Advisory Solutions
Business Owners, Individuals
“We have worked with Barry Stewart and George Lafferty in relation to personal insolvency for over 10 years, starting when they were with Wilson Andrews. Wilson Andrews had 60 staff, specialised in personal insolvency and had over 5,000 clients. Barr...”
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Arthur Beverly Financial Management
Retirement & Investing For Future, Ethical Investing, Protection
“Very patient, very helpful and very sage advice. Highly recommend”
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Farrell Financial Planning
Annuity Advice, Inheritance Tax Planning, Critical Illness Cover Advice
“I went to FFP for guidance with what to do with a pension that I had maturing, Joe looked into it, gave me great advice, after a meeting and several phone calls and him emailing to my pension provider Prudential. He didn't try to sell me anything, wh...”
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Kelvin Financial Planning
Pension Planning, Equity Release Service, Investment Services
“Great advice with impressive technology to back it up. I have been a client of Kelvin FP for a couple of years now & find them very easy to deal with, speak in plain English & have a very impressive scenario based illustrative tool that helps with de...”
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Georgetown Wealth Management
Estate Planning and Inheritance Tax Planning (Iht), Advice For Business Owners, Pensions
“Great communication from start to finish.”
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Jgba Limited
Wealth Management, Business Services, Personal Services
“best ever...thnk u”
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Close Brothers Asset Management - Glasgow Office
Socially Responsible Investment Service, Offshore, Close Inheritance Tax Service
“The Best”
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Vance Financial Management
Complaints, Sitemap, Cookie Policy
“My wife and I recently had an arranged telephone-based review of our financial matters with David.
Given the current difficult times, we were braced for some bad news regarding the state of our investments, but we were relieved to learn that in ac...”
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Gemap Scotland
“Lovely staff can not do enough to help someone in need these people need a payrise.”
Retirement Planning and Investment Management Services in Glasgow Cost Estimates
Why these companies made our list
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