From overwhelmed to empowered – that's the transformation our clients experience.
Two sisters and a team with 130+ years of combined financial expertise.
One clear mission: Changing the image of financial services.
We are making wealth management accessible for ambitious business owners and professionals who deserve better than jargon-filled complexity.
Why clients choose our boutique approach:
You're intelligent and successful, but you lack the time and specialist knowledge to navigate today's financial landscape confidently. You want peace of mind, clear communication, and a team that truly understands your aspirations.
Our transparent process removes the overwhelm. No hidden fees. No surprises.
Just clear agreement and partnership at every step.
Our expertise spans:
✓ Holistic financial planning
✓ Investment management
✓ Retirement planning
✓ Inheritance tax mitigation
✓ Business owner wealth strategies
As a team we cover all bases, Chartered and Certified Financial Planners, CII and CISI members, we're regulated by the FCA (717874) and backed by industry awards.
Based in Glasgow, we serve clients throughout the UK – especially those with Scottish roots who appreciate our direct, no-nonsense approach.
The result?
You become knowledgeable and empowered about your own financial situation, with a clear roadmap for your wealth goals.
Every investment carries risk and can go down as well as up. Our advice is tailored individually – what's right for one client isn't necessarily right for another.
Ready to move from financial confusion to clarity?
Let's start with a conversation about your aspirations.
Visit our website www.wellington-wealth.com
Company Details
- Employees
- 7
- Founded
- -
- Address
- 5th Floor, Gordon Chambers, 90 Mitchell Street,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wellington-wealth.com
- Keywords
- Investments, Retirement Planning, Pensions, Inheritance tax mitigation, Property SIPPs, Holistic Financial Planning, Protection, ISAs.
- HQ
- Glasgow, Lanarkshire
Wellington Wealth Questions
Wellington Wealth's website is wellington-wealth.com
Wellington Wealth's LinkedIn profile is https://uk.linkedin.com/company/wellington-wealth
Wellington Wealth has
7 employees.
View email and phone details for 7
employees at Wellington Wealth.
Wellington Wealth's industry is
Financial Services
Wellington Wealth's top competitors are
North Capital Management,
Aspen,
Cairngorm Capital Partners Llp,
Charlotte Square Investment Managers,
Kennox Asset Management,
Calton,
Verve,
Maggie's Glasgow,
Aberdeen,
Ellis Davies Financial Planning Ltd.
Wellington Wealth's categories are Financial Services
Wellington Wealth's founding year is 2015
