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

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.

Duncan Glassey

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.

Duncan Glassey

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.

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.

© 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.