Tag Archives: Personal Finance Society

Chartered Financial Planning Firm of the Year 2018 : Shortlisted

Chartered Financial Planning Firm of the Year 2018 : Shortlisted Wealthflow LLP

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 […]

Congratulations: Jolly Good Fellow

We are proud to announce to our clients and professional connections that Duncan Glassey was made a Fellow of the Personal Finance Society (FPFS) at a prestigious graduation ceremony in London on Friday morning – the highest level of professional qualification awarded by the Society. Duncan said, “The last few years have seen our business […]

Thank You 2012

Wishing all our clients, friends and professional connections a Happy and Prosperous New Year. 2012 was a tremendous year for Wealthflow, we were awarded Chartered Financial Planners status and recognised as one of the Top 100 Advisory Firms in the UK by New Model Adviser Magazine. Earlier in the year Duncan Glassey was awarded Chartered […]