Independent Financial Advice Centre Glasgow

Welcome to our firm, an independent, Chartered firm based in Paisley, Scotland. Established in 2007, we have been committed to providing a first-class service to our clients, and this ethos remains at the heart of our work. Our team may be small, but we are highly competent, with a wealth of knowledge and a shared commitment to delivering the best outcomes for our clients.

As a Chartered firm, we take pride in our "gold standard" of financial planning, and we are dedicated to making a difference in our clients' lives. We are incredibly proud of our status and the high-quality service we deliver. Our team is passionate about building long-lasting relationships with our clients, and we always take the time to understand their unique needs, aspirations, and financial goals.

Who We Help

We specialise in financial planning for four specific groups of clients:

• Planning for Retirement: We work with clients who are planning for retirement, creating a clear plan that allows them to head into this exciting new phase of life with confidence.
• In Retirement: We provide advice that our clients can trust, helping them to enjoy life to the fullest and making the most of their retirement.
• Business Owners: We support business owners as they navigate their way through life, providing tailored financial advice and guidance that helps them to build their businesses and achieve their financial goals.
• Investors: Our experts manage our clients' investment portfolios and educate them along the way, providing transparent and informed investment advice.

Our Services

Our services are designed to help our clients solve their money challenges and build their financial future. We follow a simple, four-step process that includes:

• Gathering Information: We start by bringing together all the necessary information about our clients, their current financial position, and their life goals. We analyse this information to gain a deeper understanding of their unique needs and aspirations.
• Assessment: We assess our clients' future plans and needs, focusing on protecting them and their families and helping them to feel in control of their financial future.
• Recommendations: We provide tailored financial recommendations, complete with justification for our reasoning. We make complex financial concepts easy to understand by presenting our recommendations through clear and concise reports.
• Review: We review our clients' financial plans regularly to ensure they remain on track, and we are always available to provide ongoing support and guidance as their financial needs and goals evolve.

Meet Our Team

Our passion stems from our people. We believe that our team is our greatest asset, and we are proud to introduce you to the experts who make up our firm:

• Robert Allan, Managing Director & Chartered Financial Planner: With over 20 years of experience in the financial services industry, Robert is a highly qualified and experienced financial planner. He is dedicated to helping our clients achieve their financial goals and providing a first-class service.
• Siobhan Mullaney, Chartered Financial Planner: Siobhan is a highly experienced financial planner with a passion for helping our clients to achieve their financial goals. She has a wealth of knowledge in all areas of financial planning, including retirement planning, investment management, and tax planning.
• Hollie Masson, Chartered Financial Planner: Hollie is a highly qualified and experienced financial planner with a passion for helping our clients to build and protect their wealth. She has a deep understanding of the financial services industry and is dedicated to providing exceptional service.
• Graeme Cowan, Paraplanner: Graeme is a highly skilled paraplanner with a keen eye for detail. He provides invaluable support to our financial planners, helping to ensure that our clients receive the best possible advice.
• Lisa Johnstone, Office Manager: Lisa is our office manager, responsible for ensuring that our firm runs smoothly and efficiently. She has a wealth of experience in administration and provides invaluable support to our team.
• Marc Treanor, Financial Planner: Marc is a highly qualified and experienced financial planner, dedicated to providing exceptional service to our clients. He has a deep understanding of the financial services industry and a passion for helping our clients to achieve their financial goals.

Why Choose Us?

At our firm, we are committed to providing a first-class service to our clients. We are an independent, Chartered firm, and our clients can be confident that we always act in their best interests. We take the time to understand our clients' unique needs and aspirations, and we are dedicated to providing tailored financial advice that helps them to build and protect their wealth.

Our clients can be assured of our commitment to providing exceptional service, and we are proud to have a high level of client satisfaction. In fact, 98% of our clients would recommend us to their friends and family, and 93% are very satisfied that we understand their needs, goals, and objectives.