Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

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.

We owe our continued success to the clients who shape our firm – the investors who trust us with their money – making WealthFlow’s planning and investment philosophy about more than just returns. It’s about a great client experience that can really help people relax, knowing that their needs are taken care of and their financial future is in safe hands.

Life transitions. Protecting your future.

 

Sudden money.

 

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.

Brother Helping His Disabled Sister Enjoy Her Day Out

Sudden wealth.

 

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.

Contact us to discuss how our approach
to financial planning can benefit you >>

© 2020 WealthFlow Group Limited : All Rights Reserved | Privacy | Cookies Policy

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service

© 2020 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

Authorised and regulated by the Financial Conduct Authority
For your protection, unresolved complaints can be referred to the Financial Ombudsman Service