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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.”
“I am very happy with the level of service from WealthFlow, providing peace of mind and reassurance as a result of regular communication. In particular, I appreciate the level of transparency and the holistic nature of the service, including financial guidance to my two sons.”
Matthew S, Edinburgh
“WealthFlow provides a superb personalised service. Their comprehensive knowledge and expertise is coupled with a genuine interest in our family resulting in a well-rounded financial management solution.”
Danielle E, Gloucestershire
“WealthFlow understands every stage that has faced us through our journey. Their guidance and focus reminds us of what my son’s settlement monies are for, to ensure the required level of care and support is maintained throughout his life.”
Sharon M, Glasgow
“Working together with WealthFlow has made a massive difference to our client. It has been a real success.”
Nicola Smith, Solicitor, Cairn Trust Management
“Having been with WealthFlow for a number of years now, the WealthFlow team have been great throughout. Whether it be a simple query or larger decisions they have been there every step of the way.”
Ross P, London
“Having been introduced by our solicitor, from the outset we found WealthFlow so easy to deal with, an invaluable service, explaining everything in layman’s terms and providing our family with much needed peace of mind. We knew right away WealthFlow was the right fit for us.”
Tracy S, Inverness
“It is incredibly important to me that our clients receive expert financial advice, tailored to their individual needs. It is for that reason our relationship with WealthFlow is so valuable”
Liesa Spiller, Solicitor, Drummond Miller LLP
“WealthFlow has looked after my finances with enormous skill throughout a difficult time for me when my husband died. Highly personalised service has enabled me to feel in control of my financial position, and an invaluable source of advice when I have been faced with taking major financial decisions.”
Fiona J, Edinburgh
Books by Duncan Glassey:
© 2023 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.
To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.
© 2023 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.
To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
WealthFlow Group Ltd. Registered in Scotland No SC635011. Registered Office: 10 Charlotte Square, Edinburgh EH2 4DR.