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Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

7th
Dec
2023

WealthFlow – Supporting Life’s Transitions

Don’t fall into the trap of looking every day!

We’ve all navigated uncertainty, weighed risks and rewards, and carefully considered trade-offs to make decisions – just like when investing.

Just by being human, we’ve been compelled to tackle the central challenges of life – which also happen to be the central challenges of investing.

At WealthFlow, we believe that having a good investment experience is about more than returns.

A recent client testimonial sums this up beautifully:

“After receiving a settlement following a ten-year battle, I felt a bit like a deer in the headlights trying to figure out what I should do next. Fortunately, I was directed towards WealthFlow, and they have given me not only the comfort of knowing that my funds are in good hands but also the confidence to use the settlement to help improve my own quality of life. On top of that, when it comes to sitting around a table and talking numbers, it feels more like a discussion with friends (albeit friends who know exactly what they are talking about) than a calculated business meeting. WealthFlow has been a lifesaver, and I look forward to many more years under their guiding hands.”

D.S., Inverness – 4th December 2023

What matters just as much is how someone feels along their financial journey. And that’s really what the investment profession should be about: helping people live better, more fulfilling lives. Investing better means living better. Not just because it can lead to having more money but because many of the habits that serve us as investors also serve us well in life.

By integrating our life and investment philosophies, we can see money as a tool that empowers our plans rather than a goal in and of itself.

Welcome to WealthFlow.

Duncan R Glassey
Founder & Director – WealthFlow
duncan.glassey@wealthflow.com

 

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.

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To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.

© 2024 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy

Head Office & Consulting Rooms: 10 Charlotte Square, Edinburgh EH2 4DR.

Mail correspondence to our Central Scotland Admin Hub: WealthFlow Group Limited, PO Box 14947, Grangemouth FK3 3AU.

WealthFlow Group Ltd is authorised and regulated by the Financial Conduct Authority.

The guidance/advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

For your protection, unresolved complaints can be referred to the Financial Ombudsman Service.

To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.