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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.
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.
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.
“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
Kenneth C, Advocate
“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
“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 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
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© 2021 WealthFlow Group Limited : All Rights Reserved | Privacy | Cookies Policy
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.
Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.
© 2020 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy
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.
Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.