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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.

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.

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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.

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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.