Lifetime planning, financial reassurance.

By understanding what’s important to you, we support
you to make the right decisions for your future.

Successfully planning your future

Financial planning is much more than just managing money. For us, it’s about helping you live the life you want to live, whatever your circumstances. That’s why we take a different approach.

We combine the power of life transitions coaching with a wealth of experience in financial planning to tailor a holistic approach to your lifestyle and finances.

We want to understand your values, your dreams for the future and all the things you hope to achieve, and together we’ll create a plan to bring those ideas to life.

By truly understanding what’s important to you, it becomes easier to support you in making significant life decisions and successfully plan your future.

Empowering you to make important
decisions with confidence

We want you to feel secure and in control of your financial future.

We will help simplify your finances and develop a comprehensive Financial Life Plan aimed at achieving your personal objectives. We’ll use computer modelling to help you visualise your lifetime’s spending, giving you the reassurance and confidence you need to pursue your goals.

A good Financial Life Plan should continually evolve, so we’ll work with you to regularly update it, creating a touchstone for your most important life decisions.

Supporting those in vulnerable circumstances

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.

WealthFlow Group Ltd is authorised and regulated by the Financial Conduct Authority.

The guidance/advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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.

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.

WealthFlow Group Ltd is authorised and regulated by the Financial Conduct Authority.

The guidance/advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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.