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5 Best Financial Services in Glasgow

Below is a list of the top and leading Financial Services in Glasgow. To help you find the best Financial Services located near you in Glasgow, we put together our own list based on this rating points list.

Glasgow’s Best Financial Services:

The top rated Financial Services in Glasgow are:

  • Just Financial Group Ltd – a practice of Chartered Financial Planners
  • Pension & Investment Management Services – award-winning financial adviser
  • Southern Financial Services – offers easy to understand, professional advice to clients both across Scotland and throughout the UK
  • Callan Financial Group Glasgow – offers free consultation
  • Simple Financial – delivers quality independent financial advice in the Scottish marketplace

Just Financial Group Ltd

Source: PexelsJust Financial Group Ltd is a financial service business that has been conducting reliable and efficient financial advice and assistance. They work on your spare capital to formulate a lucrative investment plan that will further boost your financial assets and help you generate more income. They also work in protecting your money and wealth through different life and protection insurance that you can avail to cover your possible needs in the future.

A thorough company, they help you ahead in the future particularly after your retirement and provide a comprehensive pension plan that will tidy up your resources in our old age. From wealth management to investment, pensions, estate planning and other ethical financial practices, they guarantee a personalised solution that will fit your needs and specifications. Providing full and complete assistance on all your financial needs, this is certainly one of the best company to work with them will help you secure your finances.


Wealth Management, Investments, Pensions and Retirement, Estate and Tax Planning, Trusts and Charities


Address: 200 Bath St, Glasgow G2 4HG
Phone: 141 465 9999


“DC at Just Financial Group was excellent at understanding our requirements and working with us to determine the right policies for our needs. He was thorough and gave us a lot of confidence that everything was taken care of. Would highly recommend.” – Kim Jackson

Pension & Investment Management Services

Pension & Investment Management ServicesPension & Investment Management Services is a financial firm established in 1993 and is dedicated to looking after its clients’ money, assets and investments. With 24 years of experience and acquired knowledge in the industry coupled with professional wealth specialists that will help you manage your fortune, they offer unique support and reliable insights that can help you with the financial goals that you have. They work on a number of services like your personalised life goals, wealth management, property, savings and investments, protection and retirement planning.

With their wealth of knowledge and expertise, they have created a strong reputation that shows their reliability and efficiency in taking care of the money, assets and investments of their clients. They understand how important it is that you have financial a fallback not only for yourself but for your family as well especially in times of emergency and sickness. With this in mind, they create plans and manage your wealth to ensure the growth of your investment and protect your resources the best way that they can to improve the quality of life that you have.


Wealth Management, Life Events, Finances


Address: 200 Bath Ln, Glasgow G2 4HG
Phone: 141 332 8066


“I have known Phillip for years now, he is very professional and offers sound financial advice, he is very knowledgable and has helped and assisted me a great deal over the past 15 years. He is also a very nice and approachable guy. A well mannered true gentleman who I actually now consider to be a friend. Phillip always does his best for me and I really appreciate that. It is clear why Phillip has such a great loyal customer base (which is rare these days.) I would highly recommend this gentleman to anyone who is looking for an honest, knowledgable financial consultant.” – Paul Evangelista

Southern Financial Services

Source: PexelsSouthern Financial Services consists of well established financial consultants that offer a variety of financial services that will suit the different needs of its clients. An expert in the industry with a good reputation that surpasses their premium works, you can certainly feel at ease trusting them for the different financial needs that you have. They provide services such as pension planning, investment management, retirement and income drawdown, insurance and business protection, tax and estate planning and mortgages.

Providing thorough professional help, they will conduct an initial meeting to discuss how they can help you with the different aspect of your finances. They will also help you in analysing your current financial status and create goals to improve it and grow your assets. They will work on the vision that you have and implement all the goals and plans that you have discussed to improve your finances. Contact them now to get their services and let the expert help you in securing your future through your money and assets.


Pension Planning, Investment Management, Tax and Estate Planning, Mortgages, Retirement and Income Drawn, Insurance and Business Protection


Address: 10 Main St, Bothwell, Glasgow G71 8RF
Phone: 169 826 9977


“I’m very pleased to have been introduced to SFS. I’m now confident that my financial interests are being looked after by qualified people with strong business ethics.” – Brian Rigby

Callan Financial Group Glasgow

Source: PexelsCallan Financial Group Glasgow is an accountancy firm that offers a bespoke financial service on top of all accounting and bookeeping solutions that they provide that are guaranteed to suit your financial goals. They are dedicated to helping all their clients reach and explore their full potential when it comes to managing their assets and finances that is why they offer a free consultation to check if their company is the best fit for the requirements that you have. They offer a wide range of services including financial planning, trust and estates as well as trust and estates planning training for legal firms.

With their expert financial aides, they will help you in maximising your finance and work on the best plan to generate income. They offer assistance in managing your investments and provide you with a regular financial report. They will educate you as well on the latest market trends that may affect your resources. Thorough and detailed, they guarantee a full solution that will benefit you and the company or business that you have.


Financial Planning, Trust and Estates


Address: 21–23 Woodside Pl, Glasgow G3 7QL
Phone: 141 204 0930


“Can’t thank Callan Accountancy enough. Helped me with everything from starting a business to becoming a limited company and everything in between. Thanks very much. Best in Glasgow.” – Ruaridh Macinnes

Simple Financial

Source: PexelsSimple Financial is an independent financial group led by David J Bone, a highly experienced financial adviser known to deliver high-quality works that will complement well the financial goals that you have. Together with a team of experts, they will provide a full solution customised to your personal needs and distinct requirements. Whether you have concerns about pensions, mortgages or investments, they can certainly address all your concerns and deliver the best plan that will protect all your assets and finances.

Thorough with the service that they deliver in full efficacy, they would seek to understand your long term financial goals and work on a plan to protect your wealth and investment while continuously growing it. They provide financial security and protection for you and your family removing all worries from your mind. They also offer property insurance and life insurance and also works in finding you the best mortgage deal. Contact them now to discuss the services that you may require and let them help you in achieving the protection that you longed for yourself and your family.


Pensions, Mortgages, Protection, Investments


Address: 15 Newton Terrace, Glasgow G3 7PJ
Phone: 141 290 0910


“I am very impressed with the service I have received, and continue to receive, from Jennifer at Simple Financial. Nothing is ever too much trouble for this very knowledgeable and professional financial advisor. With a friendly demeanour, Jennifer is also a pleasant person to deal with over the phone during what could be a stressful and daunting time for many. I would definitely recommend contacting her for mortgage applications and I certainly won’t hesitate to go back to Simple Financial for independent financial advice in the future.” – L C

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