Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

The WealthFlow Team

Duncan Glassey - WealthFlow

Duncan Glassey,
Founder & Managing Director

“I am very proud of the team and the culture we have developed at WealthFlow. Together, we use every ounce of our energy and expertise to enable our clients to lead better, more fulfilled lives, whatever their circumstances.”

Read more >

Helen Learmonth - WealthFlow

Helen Learmonth,
Director – Financial Planner

“My desire to contribute to the lives of others is a value that is important to me. In my position at WealthFlow, the opportunity to support our clients and be creative ensures that I can consistently live by my life’s intentions.”

Read more >

Marsali Wallace - WealthFlow

Marsali Wallace,
Chartered Financial Planner

“I’m passionate about financial education and empowering clients to make well-informed decisions about their financial future.”

Read more >

Patrick Christie - WealthFlow

Patrick Christie,
Financial Planner

“I love working somewhere that encourages and helps me to learn and improve my abilities. Somewhere that values learning so much, we have our own library.”

John Campbell - WealthFlow

John Campbell,
Head of Client Relations

“As a highly experienced private client solicitor, I was drawn to WealthFlow by its unwavering commitment to delivering optimal outcomes for our clients. The emphasis on maintaining the highest standards of delivery and competence within the team strongly resonated with my professional values. The dedication to ongoing training and support further solidified my belief in WealthFlow’s commitment to excellence. It became evident that, at WealthFlow, integrity and professionalism were not merely buzzwords but integral components guiding every aspect of our work. The priority placed on what is truly best for our clients has created a culture of trust and reliability that sets WealthFlow apart.”

Hazel Gibb - WealthFlow

Hazel Gibb,
Client Personal Assistant Team Leader

“I am so proud to be part of such a dynamic, highly motivated team. Collectively, we are constantly striving to drive the business forward to achieve our goals. We can achieve anything we put our minds to, which is truly exciting.”

Karen Myles - WealthFlow

Karen Myles,
Client Personal Assistant Team Leader

“It is important to me to be always growing and improving. WealthFlow provides so much support and guidance, developing me in my role, enabling me to provide our clients with the best possible service. I have seen WealthFlow grow as a business, and I want to grow with it.”

Mary McIlroy - WealthFlow

Mary McIlroy,
Client Personal Assistant

“WealthFlow has provided me with a fantastic opportunity to learn and develop. It is inspiring to be part of such a motivated team with an immense range of skill and expertise. I enjoy working within a company whose values align with my own, where I can contribute to the lives of others through the provision of client services.”

Louise Fowler - WealthFlow

Louise Fowler,
Operations Assistant

“WealthFlow’s dedication to making a positive impact, commitment to excellence, emphasis on building strong client relationships, and a focus on fostering personal growth are all values that resonate deeply with my own. Carried out with warmth and fun.”

Specialist Consultants

Prof. George Callaghan,
Leadership & Financial Coach

“My values of hard work, discipline and commitment to being of service combine well with WealthFlow’s mission to provide quality support to clients and their families.”

Dr Danny McGuigan,
‘Family Office’ Leadership Coach

“The key to team culture in WealthFlow can be seen in the commitment to trust, friendship and mutual respect. I have always cherished these cornerstone values and champion them for all those who are working towards a happy, balanced life.”

John Kenny-Levick,
Life Transitions Coach

“Bringing clarity, reassurance and financial wellbeing into people’s lives is my way of living my values of being in service and making a contribution to others. These are values WealthFlow and I have in common.”

Moa Diseborn
Life Transitions Coach

“The values of clarity, truth, courage and determination capture the essence of the WealthFlow spirit. Values close to my heart.”

Tom Murray
Philanthropy Consultant

“I believe that if people apply the same rigour to their giving as they use to create wealth, their personal philanthropy will be both more impactful and personally rewarding.”

Debbie Evans-Dudley,
Chartered Accountant & Tax Adviser

“I admire WealthFlow’s culture, their commitment, and everyday hard work to provide the best possible client service.”

Laura Sykes,
Client Bookkeeper

“It is my belief that strong business relationships can only be achieved through integrity, truth, respect and pride in everything you do. I treat everyone how I would like to be treated, politely, fairly and humbly to ensure the best possible outcomes.”

News to your inbox

Register to receive occasional updates from WealthFlow to your inbox.

WealthFlow will only use the information you provide in this form to contact you and no other purpose. Please read our privacy policy.

© 2024 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.

© 2024 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.