Getting to know us

We have a passion for good advice and we care about our clients

Wellington Wealth is a firm of independent financial advisers specialising in 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.