Category Archives: News & Events

A World Gone Mad : Reasons to be Cheerful

Delivering ‘peace of mind’ may sound a bit trite, but that is the goal, consequence and value of great financial planning.

As I get older I find myself thinking that the world has truly gone mad. The roll call of depressing headlines seems endless. But look beyond what the media calls news and there are a lot of things to be optimistic about. It’s true the world faces challenges in maintaining stable and well-functioning social, environmental […]

New : Wealthflow Life Coaching Service

Moa Diseborn

Everyone has goals and dreams just waiting to be fulfilled. Through coaching people find real momentum as they take the road toward mastery over all the energies that affect their lives – time, money, physical vitality, enjoyment, creativity, and relationships. People gain a renewed sense of self, and confidence in their ability to reach their […]

Chartered Wealth Manager

Duncan Glassey has been awarded the 'Chartered Wealth Manager' title

We are delighted to announce that Duncan Glassey has been awarded the ‘Chartered Wealth Manager’ title. Chartered Wealth Manager is a title awarded by the Chartered Institute of Securities and Investments (CISI) to recognise senior members in the retail sector at the pinnacle of their profession. Chartered Wealth Manager is the mark of an up […]

Wealthflow shortlisted in NMA of the year 2016

New Model Adviser of the Year 2016 - Wealthflow is shortlisted

Wealthflow shortlisted in the New Model Adviser of the year awards 2016 ‘Scotland and Northern Ireland’ region. New Model Adviser magazine (NMA), produced by Citywire, is the financial advice profession’s leading publication. Their annual awards are designed to reward the best in financial planning across the UK. Financial advisers from the 6,000 strong readership complete […]

Ask questions, especially when you’re successful

Author Rasmus Ankersen tells IFAs at the New Model Adviser® 2016 conference why they should ask critical questions when they're successful to continue their upwards pace.

As “NMA of the year 2016” shortlisted nominees we were delighted to attend the NMA Conference and Awards. The prestigious event took place at the Park Plaza hotel, Westminster and our favourite speaker was best selling author Rasmus Ankersen who reminded us that it’s important to drive change even when it looks like there’s no […]