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Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

29th
Sep
2020

WealthFlow
Second-Opinion Service

Duncan Glassey

Our new second-opinion service, exclusively for friends, family and associates of our existing clients, offering an independent review of advice received, to ensure those you care about make informed and considered financial decisions in line with their values, intentions and goals.

Our analysis will assess if their existing portfolio aligns with their personal risk tolerance and consider whether assets are globally-diversified, competitively priced and transparent of management fees.

We have seen first-hand what a second-opinion can uncover, so let us help you help those you care about.

Please feel free to pass on our contact details.

Duncan R Glassey:

Tel. 0131 247 6745

Email. [email protected]   

If one of your personal connections would like a copy of our award-winning book, ‘Making Plans for a Successful investment Journey’, we can make that available to them.

Duncan R Glassey
Managing Director – WealthFlow
[email protected]

 

This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated. Errors and omissions excepted.

© 2020 WealthFlow Group Limited : All Rights Reserved | Privacy | Cookies Policy

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service

© 2020 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service