Outstanding client service, ethics and professionalism have enabled Wealthflow LLP founding partner Duncan R Glassey to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table – The Premier Global Association of Financial Professionals. Top of the Table status is the highest level of MDRT membership and places Glassey among the […]
Wealthflow has been shortlisted for the MoneyAge Awards, Financial Adviser of the Year (small to medium firm). The MoneyAge Awards celebrate excellence, professionalism and innovation in the hugely competitive but critically important personal finance space. Honouring firms that have proved themselves ahead of the game with their innovation, focus on value and customer service. Duncan […]
Thank you for a fantastic 2015. Throughout this year we have continued to provide the best available investment solutions and for the the fourth successive year we have been recognised as a New Model Adviser® UK Top 100 firm (Top 10 in Scotland).
You probably already know something about the seasonal shopping events Black Friday and Cyber Monday but have you heard of Giving Tuesday? Giving Tuesday “…celebrates and supports giving and philanthropy…” and you can learn more about it here or by watching the video below. This year, Tuesday 1st December, is a day for giving back […]
He did it! We are delighted to report that Duncan has completed his Millionaire Chess challenge. He played seven gruelling games over 4 days, each lasting more than four hours, against Chess Masters from all over the world. Through his fundraising efforts (including the promised forfeit on games lost) the Las Vegas trip has added […]