Glasgow Wealth

A Trusted Partner for Your Financial Future

Glasgow Wealth is a firm of independent financial planners based in the heart of Glasgow. Established in 2014, we have helped individuals, families, trusts and owner-managed businesses achieve their financial goals through tailored advice and personalised solutions. Our team of experienced professionals boast extensive knowledge and qualifications in all aspects of financial planning.

1. Pensions & Retirement Planning

The landscape of pensions has become increasingly complex. We guide clients through the intricate legislation and provide tailored solutions to maximize your pension pots, minimize tax burdens, and ensure a secure retirement.

2. Inheritance Tax & Estate Planning

Planning for the future requires addressing potential liabilities like Inheritance Tax. We can help you create a robust estate plan that mitigates these concerns, ensuring your wealth is protected and distributed according to your wishes.

3. Tax Advice & Wealth Structuring

Our experts work with you to create a seamless financial architecture that aligns with your individual goals. We proactively identify tax optimisation opportunities and advise on wealth structuring strategies to maximize your wealth potential.

4. Private Investment Management

We take a holistic approach to investment management, tailoring a portfolio that aligns with your risk tolerance, financial goals, and aspirations. We adopt a forward-thinking and client-centric investment philosophy, ensuring your assets work towards achieving your financial dreams.

Who We Are

Glasgow Wealth is led by Michael Garvey, a seasoned financial planner with 15 years of experience. He is joined by a team of highly qualified professionals, all of whom are dedicated to providing personalized, accessible, and holistic financial advice to our clients.

Our Philosophy

Our philosophy is rooted in building lasting client relationships. We believe in open communication, transparency, and a collaborative approach to financial planning. We strive to empower our clients to make confident financial decisions, achieve their goals, and ultimately live a life of financial freedom.