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.
LATEST NEWS

Happy Holidays

20 Dec 2024

We at Wealth Professional want to wish everyone a happy holidays and all the best for 2025! Our offices will be closed on 25th and 26th December and 1st and 2nd January.

Read More >

Scotland’s Budget for 2025/26

05 Dec 2024

Scotland’s Budget for 2025/26 was presented on the 4th December outlining how the SNP plans to shore up public finances and services in Scotland.

Read More >

Uk Budget 2024

30 Oct 2024

Labours much anticipated first budget statement took place today and in the preamble there was a flurry of commentary

Read More >
OUR NEWSLETTERS

Hitting the mid 20s - what’s next?

Newsletter 13th January 2025

Five years on from the start of the 2020s, it’s time to take stock and look forward. 

Read more..