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Whatever your situation, a good financial plan tailored to your circumstances can make a difference.
Our first meeting is at our expense, there is no cost to you. After listening carefully to your circumstances and objectives, we will be able to let you know whether we can help you.
Call us on 0141 221 3222 or complete our online enquiry form to arrange a meeting with one of our advisers. Our first meeting is free of charge to you.
We are delighted that Nicola Ellis has won several prestigious industry awards boosting the profile of the company within the industry.
An internal resource for our team. Pensions - Pre & Post Retirement Planning, Tax Efficient Investments, Inheritance Tax Planning, Tax Planning, Protection Planning - Critical Illness, Business Protection. Wellington Wealth Independent Financial Adviser Glasgow, Nicola Ellis Female IFA Glasgow, Award Winning Adviser, Whole of Market, Scotland on Sunday IFA of the Year 2015, Money Management Protection Planner of the Year 2015, Wealth Management, Financial Planning, Financial Adviser Haddington, Financial Adviser St Andrews, Financial Adviser Thorntonhall, Financial Adviser Dunblane, Financial Adviser Colinton, Financial Adviser Auchterarder, Financial Adviser Troon.
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Our award winning adviser provides independent financial advice to clients in Glasgow, Edinburgh, St Andrews, Comrie, Thortonhall, Colinton, Haddington, Giffnock ,Auchterarder & Harrogate. We specialise in Inheritance Tax Planning, Pre & Post retirement planning, investments and protection. We also offer a second opinion service to ensure your existing financial adviser is giving you good advice.