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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

Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

Duncan Glassey

Founder & Managing Director

Duncan Glassey is the founder of WealthFlow. With over 25 years of experience as a financial planner and wealth manager, he is an expert in supporting individuals and families to navigate major financial life transitions.

His early work advising UK lottery winners has expanded to many other major life transitions, such as family inheritance, sale of a business, share options wealth, divorce, and success as a sportsperson or entertainer.

Duncan’s purpose and passion are for WealthFlow to make a significant difference in clients’ lives and advance the financial planning profession globally.

 

“I am very proud of the team and the culture we have developed at WealthFlow. Together, we use every ounce of our energy and expertise to enable our clients to lead better, more fulfilled lives, whatever their circumstances.”

Duncan Glassey

Books by Duncan Glassey:

Guide to Managing your financial settlement

© 2022 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.

© 2022 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.