The Wellington Wealth team are on a mission to change the image of financial services.
We are a boutique firm of financial professionals, delivering planning and advice to UK based clients allowing them to dream, plan & enjoy.
All good journeys start with the destination. Where are you going? What do you want to achieve?
Every route and journey are personal to you. No two individuals are exactly the same, which is why we feel bespoke planning is essential to produce great outcomes for you.
We work with you to help you get to your destination with clarity & confidence, checking in regularly at points along the journey. We are on hand if something knocks you off course, and we specialise in translating financial jargon. No question is to silly.
Why are client journeys unique?
The answers are different for every individual, consider your situation
Our recommended routes
We will work with you, in partnership, to plan your exciting journey, neither one of us can do it alone. Depending on your start point we have three different service routes.
This service is primarily designed for individuals, entrepreneurs & family of existing clients, taking their first steps into the world of saving and investing, growing their core wealth, or building their future dreams.
This service is designed for busy working individuals and entrepreneurs with more advanced needs, those needing a clear financial plan, direction, or strategy.
This service is designed for wealthy individuals embracing the exciting new chapter, after work. It is time to bring those dreams to fruition, tick off that bucket list and enjoy the fruits of your labour!
The best investment is in knowledge!
We believe in Finanthropy giving you financial knowledge for free to guide, you on your journey.
- We are excellent listeners
- We craft unique financial plans
- We bear the cost of our first meeting - it is free of charge to you
- We are authorised and regulated by the FCA
- We are independent financial advisers
- Our service and charges are clearly defined
- We don't have a stuffy boring office we have a beautiful financial planning studio
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 long term relationships with our clients
- Our areas of expertise include, but are not limited to
- Wealth Creation
- Wealth Protection
- Wealth Management
- Wealth Preservation
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.