Business Details
Independent Financial Advisers Glasgow
Established in Glasgow over two decades ago, Riverpark Investment & Financial Consultants Investment & Financial Consultants has built a reputation as a trusted provider of independent financial and investment advice. Our team of experienced professionals, including chartered wealth managers and certified financial planners, serves both individual and corporate clients across Scotland. As an FCA-authorised firm, we prioritise client interests above all else, maintaining strict independence from banks and insurance companies. Our advisers hold annual Statements of Professional Standing, ensuring adherence to ethical standards and continuous professional development. We specialise in creating long-term relationships, offering holistic financial planning tailored to evolving client needs.With expertise spanning pensions, investments, tax planning, and corporate financial advice, we combine technical knowledge with a personal touch. Our commitment to transparency and client education empowers informed decision-making, while our extensive industry connections enable specialist referrals when required. The management team brings decades of combined experience, supported by a dedicated administrative staff ensuring seamless service delivery. Client testimonials highlight our professionalism, reliability, and ability to deliver optimal financial outcomes. Through regular client reviews and proactive market analysis, we help clients navigate complex financial landscapes with confidence.
Services
Investment & Savings
Pensions
Life Assurance
Mortgages
Estate Management
Corporate Advice
Highlights and features
- We are fully independent financial advisers with no ties to banks or insurance companies
- Our team holds annual Statements of Professional Standing for continued expertise
- Advisers have over 33 years of combined experience in financial planning
- FCA-authorised firm maintaining strict regulatory compliance
- Specialist qualifications in tax planning, pensions, and investment management
Associations and certifications
- Financial Conduct Authority
What people say
Professional and easy to deal with
Excellent service
Satisfactory service
Professional at all times
Right outcomes for clients
Services
Investment & Savings
Our investment specialists create tailored portfolios aligned with individual risk profiles and financial goals. We offer ongoing portfolio management, market analysis, and strategic adjustments to maximise returns while maintaining appropriate risk levels. Clients benefit from access to diverse investment vehicles and regular performance reviews.
Pensions
We provide comprehensive pension advice covering personal, workplace, and corporate schemes. Our services include pension transfers, retirement income planning, and tax-efficient withdrawal strategies. Advisers have specialist qualifications in pension regulations and long-term care planning to ensure optimal retirement outcomes.
Corporate Advice
Tailored financial solutions for business owners covering succession planning, corporate protection, and investment strategies. We specialise in advising SMEs on financial structuring, tax planning, and employee benefit schemes while maintaining independence from institutional providers.
Estate Management
Our estate planning experts help clients preserve wealth across generations through tax-efficient strategies. Services include inheritance tax planning, trust creation, and probate assistance. We coordinate with legal professionals to ensure comprehensive asset protection and smooth intergenerational transfers.
Life Assurance
We offer bespoke life insurance solutions covering term assurance, critical illness cover, and income protection. Our advisers assess individual needs to recommend appropriate coverage levels while considering existing financial commitments and future obligations.
People
Stuart McGeoch
Managing Director
With over 30 years' experience, Stuart specialises in investments and pensions. He combines management responsibilities with direct client advisory work, maintaining FCA-required professional standards while mentoring junior staff.
Tom Mooney
Director
Head of Compliance with 33 years' experience, Tom oversees adviser conduct and manages client portfolios. His expertise in pensions and investments ensures regulatory adherence while delivering client-focused financial solutions.
Lesley Logan
Independent Financial Adviser
A seasoned adviser with 33 years' experience, Lesley specialises in pensions, protection, and mortgages. She focuses on understanding client needs to provide tailored financial solutions that evolve with changing circumstances.
Douglas McDiarmid
Chartered Wealth Manager
Certified Financial Planner and Chartered Fellow with expertise in tax planning and long-term care. Douglas provides holistic financial strategies, combining technical knowledge with practical implementation for high-net-worth clients.
Simon Sayeed
Wealth Manager
Specialising in inheritance tax planning with 15 years' experience, Simon offers comprehensive wealth management solutions. His NHS pension expertise addresses complex retirement scenarios for medical professionals across Scotland.
Questions
What areas do Riverpark Investment & Financial Consultants Investment & Financial Consultants cover?
We serve clients throughout Glasgow and across Scotland, providing both in-person and remote financial advisory services.
Are Riverpark Investment & Financial Consultants Investment & Financial Consultants regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 455480.
How does Riverpark Investment & Financial Consultants Investment & Financial Consultants maintain professional standards?
All advisers obtain annual Statements of Professional Standing, demonstrating ongoing qualifications, ethical compliance, and continuing professional development.
What makes Riverpark Investment & Financial Consultants Investment & Financial Consultants different from other advisers?
Our independence from banks and insurance companies ensures unbiased advice focused solely on client interests and optimal financial outcomes.
Can I speak directly with advisers?
Yes, we maintain direct access policy - clients can contact their assigned adviser or speak with our administrative team for immediate assistance.
