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 […]
We are delighted to announce that Wealthflow has been shortlisted for “New Model Adviser of the Year 2019”. Curated by London-based Citywire, the NMA Awards celebrate the very best of the UK professional financial planning community. Congratulations and good luck to each of the firms on the Scotland & Northern Ireland shortlist: Wealthflow LLP VWM […]
Congratulations to Eldon Financial Planning for lifting the coveted Chartered Financial Planning Firm of the Year award. With over 600 Chartered Financial Planning Firms in the UK, featuring the very best of UK firms, we are delighted to have made the shortlist of four. Many thanks to our clients who provided glowing testimonials to the […]
I am thrilled to announce Wealthflow is a confirmed finalist for the UK’s most prestigious Financial Planning Award – the Personal Finance Society’s ‘Chartered Financial Planning Firm of the Year 2018’; one of only three firms in the UK to be shortlisted. The UK-wide award was launched to recognise professional excellence amongst those who strive […]
Delighted to promote our growing team of highly-qualified professionals, who are also lovely, lovely people. Proud to be part of something special. Please CLICK HERE for personal details of each valued team member.