Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

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Comment

Contact

Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

We guide you to make the right decisions for you.

As a truly independent business, you can rely on us to
give you unbiased support and guidance every step of the way.

Above all, we want to build and retain a long-term relationship with you.

You would like to know that your financial future is in safe hands and will be nurtured long-term, providing for your needs throughout your lifetime.

Our role is to guide and educate. We want to help you make informed decisions about your future. We can only achieve this by working closely with you.

Our highly qualified and experienced team are pioneers of ‘financial life planning’ – combining life transitions coaching and best-practice financial planning, with an academically grounded investment philosophy that ensure we deliver the long-term results you need.

_ _ _

Setting the standard and exceeding expectations.

 

Founded in 2007, WealthFlow has a history of applying financial planning science and academic research to practical investing. We offer a full range of investment opportunities designed to target consistent long-term returns.

We recognise the money you entrust us with represents your hopes for the future. We take this responsibility seriously.

_ _ _

WealthFlow at a glance:

 

Chartered Financial Planning Firm and Accredited by The Chartered Institute for Securities & Investment (CISI).

Dedicated to the highest global standards. Awarded the British Standard BS8577 for the provision of financial advice and planning services.

A culture of learning, teamwork, innovation, and dedication to always doing what’s right for our clients drives WealthFlow’s people.

We place our values above profit.

Duncan Glassey

WealthFlow follows the lead of our Founder, Duncan Glassey, to create a pioneering financial planning firm, combining independent investment advice, advanced financial planning and life transitions coaching.

Duncan is a Fellow of the Personal Finance Society by qualification, a Chartered Financial Planner, Chartered Wealth Manager™, Certified Financial Planner (CFP) and recognised expert witness in financial planning (Association of Personal Injury Lawyers).

Our team & values

 

We have worked hard to develop our company values. A set of guiding principles we live by every day that inform how we behave. Our values define how we work with our clients and colleagues to ensure we develop and maintain the culture and client experience we want at WealthFlow.

 

We support people to make smarter decisions

  1. We are always thoughtful, considered, and accurate
  2. We are here to guide and support
  3. We act with integrity to develop trust and respect
  4. We are open and transparent
  5. Achieving success for our clients, our business, and our people is what drives us
  6. We celebrate our differences and nurture individual qualities and strengths

 

 

Meet the WealthFlow team >

© 2021 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.

Authorised and regulated by the Financial Conduct Authority

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

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

© 2021 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.

Authorised and regulated by the Financial Conduct Authority

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

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