“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.… ”

“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.”

“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… ”

“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… ”

“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.”

“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.”

“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.”

“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.”

“Helen Learmonth has provided invaluable guidance and support. She handles matters sensitively and pragmatically and works hard to build trust and secure good results.”

“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.”

“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.”

“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.”

“Working together with WealthFlow has made a massive difference to our client. It has been a real success.”

“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.”

“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.”

“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.”

“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.”