Thank you for completing our questionnaire!
Based on the data you have provided, our system has matched you with 3 suitable firms.
We will pass on your details to the financial advisers listed below, and they will be in touch with you directly.
We have carefully selected these advisers based on your needs, and they’re fully FCA-regulated with experience helping clients just like you.
Axtru Wealth
Axtru Wealth is a relationship-led wealth management and financial planning specialist that tailors solutions to meet your, your family’s and your businesses financial goals and needs. With more than 28 years’ experience of providing pragmatic and generational financial advice to a diverse range of clients, specialisms include working with: Axtru Wealth works with clients across the United Kingdom.
SERVICES OFFERED
- Critical illness
- Final Salary Pensions
- Financial Planning
- Income in Retirement
- Income protection
- Insurance & Protection
- Investment Management
- Life insurance
- Mortgages
- Pension Consolidation
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
Verso Wealth Management
Campbell Thomson (IS) Ltd were selected as the Firm for Verso Wealth Management to be the Scottish Regional Hub for this new National IFA and Wealth Manager. With its background going back to 1978 and its strong reputation for delivering quality personal financial advice across Scotland and the UK. Now a key part of the Verso Group, the team in Glasgow strive to deliver personal and professional advice and financial planning for clients.
SERVICES OFFERED
- Critical illness
- Final Salary Pensions
- Financial Planning
- Income in Retirement
- Income protection
- Insurance & Protection
- Investment Management
- Life insurance
- Mortgages
- Pension Consolidation
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
Fairview Financial Management
The team at Fairview Financial Management specialise in working with people planning for retirement or already retired, business owners, high-earners and people going through a major life event like divorce, redundancy, bereavement and advising those that have a lump sum from an inheritance, sale of a business or windfall. We’re also a whole-of-market mortgage broker with a particular specialism working with first-time buyers, self-employed people and company owners, and arranging high-value mortgages. With over 200 verified reviews online, we pride ourselves on making a genuine difference to the lives of our clients.
SERVICES OFFERED
- Critical illness
- Financial Planning
- Income in Retirement
- Income protection
- Insurance & Protection
- Investment Management
- Life insurance
- Mortgages
- Pension Consolidation
- Pensions and Retirement Planning
- Tax / Inheritance Tax
- Trusts
This is How our Free Service Works
1
We will automatically connect you to the 3 firms that our smart tool has identified as best suited to your needs.
2
The key financial information you have provided through our questionnaire are encrypted, securely stored, and kept confidential.
3
Each adviser will contact you to arrange a no-obligation meeting, helping you explore the best financial solutions for your situation.
Now get prepared
Our aim is to help you navigate through the jargon and hear-say to get to the service providers who best serve your needs, quickly and efficiently.
Before you go to the next stage of discussing your requirements with us, have a read of our free downloadable guide about interviewing wealth managers.
This guide will start to highlight some of the subtleties around what the companies offer, and more importantly how you can use that information to your advantage.
We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution. We look forward to talking with you.
Lee Goggin
Co-Founder
How to interview a financial adviser
This guide outlines how to interview prospective wealth managers and/or financial advisers so you can quickly find out everything you need to know and make truly meaningful comparisons between providers.