Business Details
19 Years
experience
Your Trusted Chartered Financial Advisers in Paisley
Founded in 2007, we are an independent Chartered financial planning firm based in Paisley, Scotland. Our approach prioritises understanding clients' unique needs before developing tailored financial strategies. With a team of highly qualified professionals, we specialise in retirement planning, investment management, and mortgage advice for clients across Paisley, Glasgow, and surrounding areas. Our Chartered status reflects our commitment to upholding the highest industry standards and ethical practices.We follow a structured four-step process to ensure clarity and long-term success, with 98% of clients confirming they would recommend our services. Our focus remains on delivering exceptional client outcomes through personalised advice and ongoing support.
Services
Financial Planning
Retirement Planning
Investment Management
Mortgage Advice
Insurance
Details
- Year established: 2007
Highlights and features
- We are an independent Chartered firm with FCA regulation
- Our four-step planning process ensures clear, actionable strategies
- 98% client recommendation rate demonstrates consistent satisfaction
- Team includes Chartered Financial Planners with specialist expertise
- We serve clients across Paisley, Glasgow, and surrounding areas
Associations and certifications
- Chartered Institute for Securities & Investment (CISI)
- Financial Conduct Authority (FCA)
What people say
98% would recommend
100% achieved goals
Highly qualified team
Excellent service
Confident planning
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies to achieve your long-term goals. We analyse your current situation, future aspirations, and risk profile to develop actionable plans. Clients benefit from ongoing support and regular reviews to ensure their financial strategy evolves with their changing needs.
Retirement Planning
Specialist retirement planning helps clients build confidence in their post-work lifestyle. We assess pension provisions, income requirements, and tax efficiency to create sustainable retirement strategies. Our approach ensures clients understand their options and feel prepared for this important life stage.
Investment Management
Our investment management service combines expert portfolio construction with client education. We create diversified investment strategies aligned with your risk tolerance and financial objectives. Regular performance reviews ensure your investments remain on track to meet your target outcomes.
Mortgage Advice
We provide impartial mortgage advice covering residential, buy-to-let, and specialist property financing. Our process identifies the most suitable mortgage products while considering your overall financial situation. Clients receive support throughout the application process and beyond.
Insurance Solutions
Our insurance services focus on protecting your financial security through appropriate life, health, and critical illness cover. We assess your specific protection needs and recommend policies that offer value and comprehensive coverage tailored to your circumstances.
People
Robert Allan
Managing Director & Chartered Financial Planner
Robert leads our team with over 15 years' experience in financial planning. He specialises in retirement strategies and investment management, holding Chartered Financial Planner status through continued professional development.
Siobhan Mullaney
Chartered Financial Planner
Siobhan provides expert financial advice with particular focus on mortgage solutions and wealth planning. As a Chartered Financial Planner, she combines technical expertise with a client-centred approach to deliver effective outcomes.
Marc Treanor
Chartered Financial Planner
Marc specialises in retirement planning and pension transfers. His Chartered status reflects commitment to professional excellence, helping clients navigate complex financial decisions with clear, practical advice.
Hollie Masson
Chartered Financial Planner
Hollie offers tailored financial solutions for individuals and business owners. Her Chartered qualification demonstrates expertise in creating long-term investment and protection strategies aligned with clients' life goals.
Lisa Johnstone
Office Manager
Lisa ensures smooth operations across our Paisley and Clarkston offices. With over a decade in financial services administration, she plays vital role in maintaining our high service standards and client communication.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment management, mortgage advice, insurance solutions, and comprehensive financial planning tailored to individual needs.
Why choose a Chartered financial adviser?
Chartered status demonstrates our commitment to highest industry standards, ongoing professional development, and ethical financial planning practices.
How does your financial planning process work?
Our four-step process includes information gathering, needs assessment, tailored recommendations, and regular reviews to ensure your plan stays on track.
Do you work with specific client groups?
We focus on helping retirees, business owners, investors, and those planning for retirement across Paisley, Glasgow, and surrounding areas.
