Trust the process, enjoy the journey.

OUR MISSION To change lives by building exceptional financial plans.
We're constantly innovating: we're leading the way on what outstanding financial advice looks like....
We are human, we listen, we deliver financial planning that's designed for you....
We deliver excellence in everything we do, this is our tried and tested philosophy....
We build relationships on trust. We're with you, your family and your business....
We passionately believe in community. We support each other, our clients and local initiatives....
Times change, our values don’t.
Testimonials
Wealth Professional supported us with our commercial property purchase within our pension. The team moved at the pace required and provided an excellent, quality, practical and business focussed approach that helped us achieve what we needed PJ, Birmingham
There is a high degree of integrity and professionalism throughout the firm, and I have confidence in all those I deal with to get the job done efficiently and accurately DB, London
It’s funny how much you only see the value in real terms when it’s your own money. And we believe the position we’re in is entirely down to Wealth Professional. But as well as the investment bit, just dealing with the Wealth Professional team is nothing short of a pleasure and they are brilliant at what they do. GM, West Lothian
Wealth Professional have been of great help to my family and myself in advising and guiding us through the various aspects of savings and financial planning. Three generations of my family have enjoyed the benefit of Wealth Professional’s input. Highly recommended! SM, Glasgow
The team at Wealth Professional took the time to create a detailed cash flow plan, helping us clearly see our financial future and confirming that early retirement was well within reach. Thanks to their expertise, we now feel genuinely confident about our financial future. What once felt uncertain is now something we’re looking forward to-with clarity and peace of mind B&K, M, Edinburgh
LATEST NEWS

HMRC Publishes Research into Workplace Salary Sacrifice Arrangements

02 Jun 2025

The results of the research don’t provide anything overly surprising, however, it is the timing of the publication that raises an eyebrow.

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Spring Statement Summary

27 Mar 2025

Having set herself ‘iron clad’ fiscal rules and the goal of holding a single fiscal event each year, the Chancellor was in a difficult position only five months after her first Budget.

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Enhancing our investment proposition by partnering with Portfoliometrix

26 Mar 2025

In the last quarter of 2024 we enhanced our investment proposition at Wealth Professional by partnering with Portfoliometrix (PMX), a multiple award-winning Discretionary Fund Manager and model portfolio provider.

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OUR NEWSLETTERS

The long road to retirement - building a sustainable plan

Newsletter 17th July 2025

Whether you are many years from retirement, or just a few, ensuring your pension plans will sustain you when the time comes requires focus, now more than ever.

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