The Wealth Office

At The Wealth Office, we value long term relationships and understand it can take time to build trust and provide comfort. This is time that we are happy to invest. The meter doesn’t run while we get to know you, and if either party feels The Wealth Office can’t add value we simply walk away at no cost to you.

Hearing your life story helps us understand what has shaped your views and aspirations. It’s easier to take care of the bigger things for you when we understand the small things that matter to you, so our approach is personal.

We are a financial planning practice based in the centre of Glasgow

The Wealth Office was established to provide the highest quality, independent financial planning advice.  Our approach is simple. We get to know where you are now, agree where you want to be and together we create a plan to help get you there. Life’s journey is unpredictable and regular reviews allow us to adapt the plan to changing landscapes.

We pride ourselves in providing robust financial advice that’s regularly reviewed and firmly believe this provides real peace of mind for our clients.

Why choose us

Testimonials

My previous adviser came across as not wanting to give me advice, and I knew I needed to do some financial planning but couldn’t see the link between planning and my desired outcomes. Kenny came in and brushed those concerns aside.
Kenny recommended a strategy that was best suited to me and meeting my goals. It felt like Kenny was on the journey with me, reviewing my goals and attitudes to risk. I didn’t feel alone with Kenny.

D MUNRO

GLASGOW

I started investing small amounts into my pensions, but wasn’t convinced I was investing correctly if I was to meet my goal of retiring before 60.
Kenny I and discussed my goals and my current finances to ensure my ongoing plan was affordable. The relationship I developed with Kenny has helped immensely, as it feels like a partnership in which I have input, but all the hard work is done by Kenny and his team. The long-term results have been great as a result of this relationship.

MR ANDREWS

NORTH AYRSHIRE

I wasn’t able to give much time to my finances, and had no idea how to maximise them. I was at a crossroads and seriously needed to look at my long term planning.
I felt my finances were more complex than necessary, and it made me feel nervous and anxious. There were too many policy options to consider.
Kenny took an overall view and came up with a simplified, better performing plan with everything under one umbrella. Kenny took the worry off my shoulders, meaning I’m now far less stressed about my finances.

D SCOTT

NORTH LANARKSHIRE

My previous adviser came across as not wanting to give me advice, and I knew I needed to do some financial planning but couldn’t see the link between planning and my desired outcomes. Kenny came in and brushed those concerns aside.
Kenny recommended a strategy that was best suited to me and meeting my goals. It felt like Kenny was on the journey with me, reviewing my goals and attitudes to risk. I didn’t feel alone with Kenny.

D MUNRO

GLASGOW

I started investing small amounts into my pensions, but wasn’t convinced I was investing correctly if I was to meet my goal of retiring before 60.
Kenny I and discussed my goals and my current finances to ensure my ongoing plan was affordable. The relationship I developed with Kenny has helped immensely, as it feels like a partnership in which I have input, but all the hard work is done by Kenny and his team. The long-term results have been great as a result of this relationship.

MR ANDREWS

NORTH AYRSHIRE

“I wasn’t able to give much time to my finances, and had no idea how to maximise them. I was at a crossroads and seriously needed to look at my long term planning.
I felt my finances were more complex than necessary, and it made me feel nervous and anxious. There were too many policy options to consider.
Kenny took an overall view and came up with a simplified, better performing plan with everything under one umbrella. Kenny took the worry off my shoulders, meaning I’m now far less stressed about my finances.

D SCOTT

NORTH LANARKSHIRE

Get in touch

If you would like a chat to find out more, or have any questions about financial planning, then please get in touch.

0141 739 5466

enquiries@thewealthoffice.co.uk