Our
Clients
Financial
Planning
Investment
Philosophy
About
WealthFlow
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Our
Clients
Financial
Planning
Investment
Philosophy
About
WealthFlow
Latest
Comment
Contact

Our clients shape our business.
Our focus on exceeding expectations drives much of what we do and ensures we build lifelong relationships. We can only make this happen by consistently delivering on what we set out to achieve – your long-term financial wellbeing.

Life transitions. Protecting your future.
Managing financial settlements.
We provide specialist support to people who have received high-value medical negligence or catastrophic injury settlements and who need to manage a lifetime of spending on a wide range of unique care needs.
We recognise that families in this position will be in a period of transition that will last a number of years. We also know that the transition doesn’t end when a settlement is received, which is why we offer support before, during and after settlement.

Supporting success.
We work with many successful individuals from a broad range of fields, such as business, sports and entertainment, and those in receipt of an intergenerational inheritance, supporting them to manage their wealth. We help to create the foundations they need to achieve the life they want for themselves and for their family.
We recognise the importance of privacy and we act with complete discretion when it comes to managing our clients’ money. The families we work with trust us to support their unique circumstances.
The WealthFlow Family Office provides independent wealth management, advanced financial planning, financial education, philanthropic advice and life coaching support for highly successful UK-based families. The goal is to effectively grow and transfer wealth across generations. Acting as the lead adviser we create highly personalised, private Financial Life Plans for each family member and liaise with the family’s existing professional advisers for maximum impact. Privacy is paramount and guaranteed.
Belinda R, Dumfries
July 2023
Belinda R, Dumfries
July 2023
Liesa Spiller, Solicitor, Drummond Miller LLP
August 2022
Jean D, Glasgow
May 2022
“Finding a good financial advisor was a lottery for us, but this one we won! It’s over fourteen years since we first met with Duncan. Looking back, he just seemed to take our problems, and deal with them. He looked at our medium and long-term hopes for the future. These were all monetized and displayed in a simple to understand financial timeline.… ”
Liz F, Argyll
August 2022
“Duncan has always talked us through the performance of our portfolio and any changes in our lives or ambitions have been included in the model. We can’t thank Duncan enough. Each year I look at the charge for his services and can’t believe that we pay so little for his life-changing advice and support.”
Liz F, Argyll
August 2022
“Without pressure, we took some days to decide whether we wanted to move forward with the help of WealthFlow. A decision which, in truth, was never in doubt. From that point, Helen helpfully, and at a pace with which we were comfortable, facilitated meetings at which we could chat to representatives of legal firms and choose the one with which we felt most comfortable working… ”
J.M. Stirlingshire
May 2022
“Thanks to an early introduction to Wealthflow the anxieties that my wife and I had about financial planning were eliminated. From the first meeting, Helen and Duncan put us at our ease. They were approachable, open to questions and knowledgeable. And they both took time to explain the Wealthflow philosophy… ”
J.M. Stirlingshire
May 2022
“Although we are at the start of our business relationship with Duncan, Helen and Wealthflow, the attention to a client’s needs, customer care, approachability and knowledge that we have so far experienced, make us feel confident that not only are our finances in excellent hands but that these are people with whom we can form an effective and enduring working relationship.”
J.M. Stirlingshire
May 2022
Alan G, Edinburgh
March 2022
Craig I, Fife
March 2022
Private Client Solicitor, Partner, Edinburgh
January 2022
Paul King, Cornwall
January 2022
Blair & Lisa D, Fife
December 2021
Paul King, Cornwall
January 2022
Angela Grahame, QC
November 2021
Angela Grahame, QC
November 2021
Angela Grahame, QC
November 2021
Monica S, Helensburgh
November 2021
Kate D, Edinburgh
November 2021
Kate D, Edinburgh
November 2021
Alan B, Dundee
October 2021
Pauline G, Fife
June 2021
“I am very satisfied by the services provided by Duncan Glassey and WealthFlow. Their advice has been extremely helpful to me over a period of more than 14 years. Their investment performance has been outstanding and greatly appreciated. They have also helped me with inheritance tax planning. I have been very fortunate to have them as my financial planner and wealth manager.”
Pam M, Retired
August 2021
Alexis A, Edinburgh
June 2021
“I feel reassured and confident that my finances are working in the best way they possibly can to meet my needs for the future. WealthFlow looked after my Dad’s finances in the last few years of his life. They also look after other family members and it is always good to know we are all so well cared for.”
Jane S, Edinburgh
May 2021
“From the moment of setting foot in the WealthFlow offices I have felt assured that I am in safe hands. Duncan shows exemplary professionalism at all times, whilst handling matters with both kindness and sensitivity. I would not hesitate to recommend WealthFlow to anyone looking for financial advice.”
Hope F, Edinburgh
April 2021
“Helen Learmonth has provided invaluable guidance and support. She handles matters sensitively and pragmatically and works hard to build trust and secure good results.”
Elizabeth Sparks, Solicitor
February 2021
“WealthFlow excel at immersing themselves in what is important to you, to develop a strategy that consistently outperforms all others. Their professionalism shines through and they love what they do. I would not trust anyone else to make my investments work for me.”
Kenneth C, Advocate
October 2020
“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
June 2020
“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
June 2020
“Working together with WealthFlow has made a massive difference to our client. It has been a real success.”
Nicola Smith, Solicitor, Cairn Trust Management
June 2020
“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
June 2020
“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
June 2020
“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
June 2020
“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
July 2020
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© 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.
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.
© 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.
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.