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Planning

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Philosophy

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WealthFlow

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Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

Setting the Standard.

WealthFlow awarded BS 8577 – Framework for the provision of financial advice and planning services by Standards International Ltd.

BS 8577 Certified

BS 8577 is a British Standard awarded to financial planning firms who can demonstrate that they have the operational framework in place to deliver a first-class service to their clients.

WealthFlow is currently the only financial planning firm in Scotland, and one of only a few firms throughout the UK to hold this prestigious award.

To ensure we continue to deliver exceptional service to all WealthFlow clients, we have committed to ongoing assessment, ensuring that our processes and services will be continually assessed by an independent certification body on an annual basis.

If you would like to know more about WealthFlow’s service or BS 8577 certification, please do not hesitate to contact our Managing Director, Duncan Glassey [email protected]

© 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.