Getting to know us
We have a passion for good advice and we care about our clients
We see 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. Being regulated, there are a few facts we need to disclose, Wellington Wealth is a firm of independent financial advisers specialising in financial planning, including pensions and investments for private individuals.
We started trading in April 2016 following our successful application with the Financial Conduct Authority to become directly authorised. We are located in the heart of Glasgow city centre.
Our qualified advisers can be found on the FCA Register.
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.
Independent financial advice
Please note, not all financial advisers are independent or whole of market. Some are confined to advising on the products of just one or a selected number of providers of financial services and investments. They are therefore considered by our regulator, the Financial Conduct Authority (FCA) to be restricted.
Wellington Wealth is proud to remain fully independent and provide financial planning advice which embraces tax and other issues, as appropriate.
When recommending financial services products, we impartially review the products of all relevant companies and recommend whatever course of action we consider to be in our client’s best interest.
What will advice cost you?
Our first meeting is always at our expense - at that meeting we will firstly establish if we can help you.
We will then follow this up with an overview of your situation, where we think we can “add value” and an estimate of the costs involved. Before proceeding any further, we will ask you to sign a letter of engagement, confirming that you accept our terms and conditions.
Regulation
Wellington Wealth is a trading name of Wellington Wealth (Glasgow) Limited SC514125 who are authorised & regulated by the Financial Conduct Authority (FCA), we encourage you to look us up on their Financial Services Register. It provides you with details of our advisers - their presence on this register endorses the fact that they meet the essential qualification standards in order to provide independent financial advice. Our registration number is 717874
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Be Aware
There are examples where an FCA authorised firms have been cloned.
Be assured that
- We will never cold call you. If this happens it is not us, please let us know.
- We only have one telephone number, all members of staff can be reached on this number if you are alerted to any suspicious activity. Call us immediately Tel: 0141 221 3222
Always be vigilant when it come to your money, nothing is ever a tight timescale, or needs to be rushed. Always take a step back and ask yourself does this seem right. Conducting an independent check will give you piece of mind.