Wellington Wealth
Your financial future deserves expert care!
From our home in Glasgow we help with retirement, wealth & tax planning. Independent financial planning that puts your goals first. Built by sisters, made for families. How can we help you?
Wealth, retirement & tax planning in Glasgow
A refreshing approach
Your life’s greatest achievements, building your generational wealth, planning your business exit, or securing your family’s future do not happen by accident.
They happen when you have clarity, expertise & someone in your corner who truly understands what matters to you.
You have worked hard to get where you are, you deserve personalised attention and strategic thinking over generic advice.
Before discussing strategies or solutions, we invest time understanding your world, your ambitions, your family priorities, what keeps you up at night and the legacy you wish to create. This is not just due diligence it is the foundation of our meaningful partnership to ensure your financial plan is as individual as you are combining our technical expertise with practical wisdom.
“Clear explanation of investments and strategy. Also really appreciate all the help and support as power of attorney too. The Client Matters app is great for keeping track of everything and as a comms channel.”
- LW
“Great team to deal with, very knowledgeable and have walked us through the process answering any questions we may have along the way.”
- PC
CLARITY, CONFIDENCE, COMFORT
We aim to provide clarity, then build confidence at every step. When it comes to your money, we welcome every question. Your understanding and reassurance is paramount to our partnership.
You will always know where you stand. Every decision you make, will make sense. Every question you have is welcome because your confidence & understanding matters more to us than ticking boxes.
We are boutique by design, small enough to know every client personally. Experienced enough to handle sophisticated planning requirements.
As an FCA-regulated independent firm, you benefit from unbiased recommendations, only the best solutions for you never restricted by product providers or corporate quotas. Just what is genuinely right for you.
Your financial future requires both technical precision and a team that understands your money and what it means to you.
Life Stages
What stage of life can we help you with?
Independent financial advice
Please note…
Not all financial advisers are independent or can recommend you product from the whole market. Some, known as restricted advisers are confined to advising on the products of just one or a selected number of providers of financial services and investments. This could restrict your options.
You deserve impartial guidance that puts your interests first. That’s why we maintain our independence, so we can search the entire market to find solutions that truly fit your circumstances, goals and values.
You will have access to every relevant option available. We will explain your choices clearly, consider the tax implications that affect your situation and recommend the path we believe serves you best.
Our fees
What will advice cost you?
Your first meeting is always at our expense.
You will discover whether we are the right fit for your needs, with no obligation and no charge for this initial meeting.
Following our conversation, you will receive a clear overview showing:
- An overview of your situation
- Where we think we can help you
- Transparent cost estimates for our services
When you are ready to move forward, we will provide a letter of engagement for your review. This ensures you have complete clarity on our terms before any work begins.
Services
An introduction to our services
Wellington Wealth is a firm of independent financial advisers (IFAs). This means that we can access the whole of the UK financial services market to find the most appropriate and suitable solutions to meet our clients’ requirements.
Following an initial exploratory meeting, we try to ensure that we fully understand your needs and objectives so that we can produce pragmatic solutions in a report format that will meet your requirements. Thereafter, we can arrange to implement these recommendations on your behalf.
Services
Through every stage of life
We feel it is a privilege not a right to look after a client and their money. We want to form a long term relationship to be your trusted adviser to guide you on your journey.
Meet the team
Like any good team we have a blend of skills, ambition and experience
The culture here is to work together to deliver the best outcome for the client. We are building an elite team with complimentary skills and a whole heap of experience. Whatever your circumstances we know they can help you.
Founder & Director
Nicola Ellis CFP™
I love real conversations, not sales pitches and a plan that actually reflects how you want to…
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Founder & Director
Jennifer Ellis
My aim is to make sure everything works the way it should, so your experience with Wellington…
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Adviser in Development
Bryce Clark
Your financial confidence comes from understanding what you can control. I translate complex financial decisions into clear…
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