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Planning

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Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

The WealthFlow Team

Duncan Glassey, 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.”

Jon Young, Chartered Financial Planner

“I love a good story. Getting to be present and listen to everyone’s unique story, then helping articulate what their individual outcome looks like is truly my favourite thing. WealthFlow actively celebrates these differences and knows the guidance and support we offer should be as unique as the individual we are dealing with.”

Helen Learmonth, Financial Life 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.”

Ailsa Crossley, Head of Business Development

“I am energised by new ideas, new approaches and new interpretations. Always growing, always learning. A big part of what attracted me to WealthFlow.”

Roisin Connell, Business & Quality Manager

“WealthFlow’s values of truth, respect and courage reflect my own, making it easy to be myself at work.”

Hazel Gibb, Client Services Manager

“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, Client Services Assistant

“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.”

Daniel McIntosh, Graduate Trainee Financial Planner

“At WealthFlow, I am always encouraged to be myself on a day-to-day basis and I feel comfortable in doing so. I feel empowered to play to my strengths and am trusted to approach all tasks in a way that is best suited to me. This fluid approach ensures efficiency within the team as everyone works in a way that suits their own personal style.”

Patrick Christie, Graduate Trainee 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.”

Specialist Consultants

Dr 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.”

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© 2021 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.

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: 10 Charlotte Square, Edinburgh EH2 4DR.

© 2021 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.

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: 10 Charlotte Square, Edinburgh EH2 4DR.