Peter Nutini Email & Phone Number

Glasgow, Scotland, United Kingdom

Contact 07786 450702 & 07774 436849peter.nutini@ascotlloyd.co.ukAscot Lloyd are a professional services firm offering independent financial planning advice to private individuals, corporate entities, trusts and non-incorporated bodies.We have grown through both organic growth and acquisition to become one of the largest advisory firms in the UK. Clients trust us to look after in excess of £10bn of their wealth.Personally, my client portfolio includes private individuals and their families, business owners, limited companies and partnerships. Advising a diverse range of clients can, in some circumstances, require complex advice so quite often I will work closely with their other trusted advisors such as their accountant or solicitor.My starting point is to understand what is important to my clients, what goals and aspirations they have. I will then formulate a financial plan which is designed to help meet their objectives. Through the use of sophisticated cashflow modelling, I assess income, expenditure, assets and liabilities to ascertain whether they are on track to achieve their goals. If not, we begin to identify what financial planning could be undertaken to try and improve the likelihood of achieving these.

Glasgow, United Kingdom

Johnston Carmichael Wealth is an associate company of Johnston Carmichael LLP Chartered Accountants and Business Advisers.We are a highly qualified, professional team of Financial Planners who operate across 11 offices in Scotland and are capable of taking care of the most important financial planning needs of both private and corporate clients. We represent clients in a broad range of geographies not only across Scotland but other parts of the UK who are at different stages of their life or business cycle. Our Financial Planners have experience in providing appropriate investment solutions, pre and post retirement planning, protection, complex tax planning and advice including inheritance tax planning, advice to trustees and guardians. We also provide a full suite of corporate planning advice including succession planning and corporate pension schemes.We are proud that our clients choose and recommend us to friends and family and we take pride in being the ‘Trusted Adviser’ for all their financial planning needs. We believe that life is for living and having complete peace of mind at every stage of life’s journey. Contact us today and find out how we can make a difference in your life. www.jcwealth.co.uk

Glasgow

BROADSTONE are an independent, Chartered firm of fee based financial planners with offices Nationwide.BROADSTONE are experts in pensions, investments and employee benefits. If you are acting on behalf of a company, a pension fund or coming to us as a private client, we will provide you with a personalised service with one goal in mind – the best results for youAt BROADSTONE we aim to make complex issues clear and understandable, to listen to your needs and deliver what we say we will. It’s as simple as that.BROADSTONE offers pensions advice and investment solutions to private clients and companies through highly qualified advisers in offices across the country.Our services:Wealth Management: Private and Corporate financial and investment planning.Discretionary Fund Management ServiceEIS, VCT and Film SchemesPension Solutions: specialist services for Pension Trustees and Defined Benefit schemes.Self-Managed Pensions SIPP/SSAS: shareholder, owner/director and executive solutions for higher net worth individuals seeking greater control and involvement.Client Proposition:Strength, heritage and a commitment to your futureIndependent and unbiased advice backed by a proven track record.Exceptional, impartial relationships with best-of-breed financial product providers.Service level agreements ensure we deliver on our commitments.We communicate and agree all fees with you in advance.Full integration with your other professional advisers to deliver seamless financial management

Glasgow, United Kingdom

Oval Financial Services, part of Oval Group, is one of the UK’s largest and most trusted financial services firms. Founded in 2003 and employing 1,200 people, we are a national business with a strong regional footprint that offers exceptional levels of client service and retention. We have Scottish offices in Aberdeen, Edinburgh and Glasgow

National

Provided financial planning advice to both HNW corporate clients and private individuals