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Wealth Management Companies in Glasgow: 74 Active Firms (2026)
Wealth management companies advise on investments, pensions and financial planning for private clients, based in and around Glasgow.
Buyer demand tends to sit with private-client advice desks rather than mass-market finance teams: investment planning, pension reviews, estate-planning coordination and recurring portfolio oversight. The customer base is mainly individuals, families and owner-managed business shareholders who want advice relationships rather than self-service routes. Engagements usually look like retained advice, assets-under-advice monitoring and periodic financial-planning work, with compliance, suitability and client reporting built into the operating model. Around Glasgow, that points to small and mid-sized practices selling trust, continuity and technical advice rather than transactional products.
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Glasgow’s cohort is compact: 74 active wealth management companies are trading in and around the city. Reported employment across the cohort totals 413 people, which fits a market made up of advisory practices rather than balance-sheet institutions. The commercial centre of gravity appears to be recurring private-client work, with owner-managers, partners and adviser-led teams serving family wealth, pensions and investment-planning needs. No firm reports turnover above £5M, keeping the profile weighted towards owner-managed advisory practices rather than larger regional platforms.
Private-client advice sits inside regulated financial services, so market structure is shaped by permissions, suitability files, disclosure obligations and ongoing client-review processes. Pension planning and estate-related advice add further conduct risk because recommendations often affect long-term savings, inheritance planning and family decision-making. For researchers, the useful distinction is between discretionary or portfolio-led firms, advice-led financial planners and narrower pension or estate-planning specialists. The cohort therefore behaves less like a single product market and more like a cluster of advice models sharing similar compliance burdens and client-acquisition channels.
Glasgow’s wealth-management base appears likely to remain relationship-led, with growth tending to come from adviser hiring, client referrals and book acquisitions rather than large product launches. The absence of higher-turnover firms points to limited local scale-up depth, while recent company formation suggests some continuing appetite for small advisory practices. Compliance costs and succession planning may push some owners towards consolidation, particularly where client books are mature and adviser capacity is constrained. At the same time, the local private-client model tends to reward continuity, so change is likely to be gradual and uneven.
74
Active firms
2026
6
Newer firms
incorporated since 2022
0
Over £5M
reported revenue
Key facts
8% of the cohort was incorporated since 2022 (6 firms), so a sizeable share is in its first few filing cycles.
Glasgow-area wealth managers tend to sit between private-client advice, pension planning and investment portfolio administration.
Advice-led firms usually sell on trust, referrals and long client relationships rather than high-volume customer acquisition.
Compliance, suitability checks and record-keeping are central operating constraints for firms advising private clients on investments and pensions.
Top Glasgow wealth management companies
PATERSON FINANCIAL PLANNING LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services to individuals and businesses, including guidance on pensions, investments, mortgages, protection insurance, and later‑life financial planning.…
Serves individuals, couples and local businesses in Glasgow and the surrounding area seeking support with personal financial matters, including pensions, investments, mortgages, protection and…
Financial Health
HealthyHealthy · 0% CAGR over 4y
Location
ILM Financial Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice to individuals on investments and savings, pension and retirement planning, life assurance, and mortgage products, helping clients plan and manage personal…
Serves individual clients and households in Glasgow seeking personal financial advice across savings, pensions, retirement planning, life assurance and mortgages.
Financial Health
StableStable · Hiring · 6% CAGR over 4y
Location
MURPHY WEALTH LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and wealth management advice for individuals and business owners. Services include investment planning, retirement planning, tax‑efficient extraction of…
Serves affluent individuals, business owners and senior professionals seeking independent financial planning for complex finances, business exits, accumulated wealth, family protection and retirement…
Financial Health
StableStable · Hiring · 6% CAGR over 2y
Location
Riverpark Investment & Financial Consultants Ltd
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial advice to individuals and businesses including investments and savings, pension planning, life assurance, mortgages, estate planning, and corporate financial planning…
Serves domestic clients and businesses in Glasgow and across Scotland, including individuals seeking personal financial guidance and corporate clients needing advice for owners, employees and key…
Financial Health
StableStable · -11% CAGR over 3y
Location
CAIRN FINANCIAL MANAGEMENT LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial advisory services to individuals and businesses, including advice on pensions, savings, investments and personal protection products, helping clients plan and manage their finances…
Serves individuals, families and businesses seeking financial advice across Glasgow and the wider UK, with both consumer and B2B client segments.
Financial Health
StableStable · -18% CAGR over 2y
Location
LK PROPERTY INVESTMENTS LIMITED
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial advice and wealth management services, including investment management, retirement planning, defined benefit pension transfers, estate and inheritance tax planning,…
Serves UK individual consumers seeking financial advice, including investors, retirees and pension holders, people planning estates or inheritance tax, mortgage borrowers, and those arranging…
Financial Health
HealthyHealthy
Location
CALCLUTH & SANGSTER LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial advice and planning for individuals and businesses, including retirement and pension planning, investment advice, tax‑efficient financial planning, and protection or…
Serves UK-based consumers and business clients, primarily in Scotland, including individuals planning for retirement, families seeking protection, and organisations with corporate financial planning…
Financial Health
StrongStrong · Hiring · 12% CAGR over 2y
Location
CASTLEBAY FINANCIAL MANAGEMENT LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsManages the VT Castlebay UK Equity Fund and provides investment management and financial advice to private clients. Focuses on long‑term UK equity investing, portfolio management, and investor…
Serves long-term investors in a UK equity fund and a small number of private clients seeking financial advice.
Financial Health
StableStable · Hiring · 100% CAGR over 2y
Location
Kelvin Financial Planning Limited
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial planning and advisory services including pension planning, savings and investment advice, inheritance tax and estate planning, and personal protection such as life,…
Serves private individuals and families seeking financial planning advice on pensions, investments, inheritance tax, estate planning and protection.
Financial Health
HealthyHealthy · 0% CAGR over 3y
Location
CORRAN FINANCIAL LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services including wealth management, investment advice, pension and retirement planning, estate and tax planning, and advice on trusts and charitable giving.
Serves UK private clients, retirees and investors, alongside trustees and charities seeking independent financial planning and investment advice.
Financial Health
StrongStrong · Growing · 0% CAGR over 4y
Location
Bell & Associates Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides investment consulting and wealth management advisory services for families and foundations, including portfolio strategy, asset allocation, investment manager selection, and ongoing…
Serves high-net-worth families and charitable foundations seeking investment consulting and oversight for complex wealth, with a family-focused, generational perspective.
Financial Health
StrongStrong · Hiring · 19% CAGR over 4y
Location
Avoca Wealth Management Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and wealth management advice to individuals, including pension planning, savings and investment advice, estate planning, tax planning, and financial protection, with…
Serves private individuals and families across the UK seeking ongoing support with pensions, investments, estate planning and financial protection.
Financial Health
WeakWeak · 0% CAGR over 2y
Location
M B Financial Planning Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides financial planning and advisory services for individuals and businesses, including pensions advice, estate planning, savings and investments, protection insurance, long‑term care planning,…
Serves individuals, families and businesses across Scotland, including first-time homebuyers, people planning retirement, clients managing pensions or estates, and companies needing corporate…
Financial Health
StrongStrong · -4% CAGR over 3y
Location
Holyrood Asset Management Limited
Trajectory
4y · 2023–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial planning and wealth management services, including investment advice, retirement planning, cash‑flow modelling, tax and estate planning, and personal protection advice…
Serves individuals at different life stages, professional athletes, and businesses ranging from sole traders and partnerships to limited companies and corporate organisations.
Financial Health
HealthyHealthy · Growing, Hiring · 8% CAGR over 3y
Location
Provides wealth management and financial planning services to private individuals and families, including investment advice, retirement planning, tax‑efficient savings, and protection strategies.…
Serves private individuals and families across the UK seeking face-to-face wealth management advice, typically clients with assets to protect, grow, plan and transfer.
Financial Health
Insufficient historyInsufficient history
Location
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsProvides independent financial planning and wealth management services, including investment portfolio advice, pension and retirement planning, estate and inheritance planning, and financial planning…
Serves private clients, families, business owners and trustees with retirement, inheritance, succession, investment and business financial planning needs.
Financial Health
HealthyHealthy · -5% CAGR over 3y
Location
CASTLEBAY INVESTMENT PARTNERS LLP
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsManages the VT Castlebay UK Equity Fund and provides investment management and financial advice to private clients. Focuses on long‑term equity investing, portfolio management, and investor…
Serves long-term investors in a UK equity fund and a small number of private clients seeking financial advice.
Financial Health
StableStable · 0% CAGR over 1y
Location
Thomson Wealth Management Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides independent financial advice and wealth management services to individuals and businesses, including investment management, tax planning, pension planning, and family protection planning,…
Serves private individuals and corporate clients throughout the UK, including young professionals and high-net-worth individuals and families.
Financial Health
StableStable · Hiring · 4% CAGR over 4y
Location
SPECTRUM WEALTH GROUP LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides financial planning and advisory services including retirement planning, cashflow modelling, estate planning and risk assessment. Advises individuals, families and business owners, and…
Serves individual clients and businesses, including retirees, business owners, professionals and families, plus employers seeking workplace pensions, group risk, insurance and employee benefits.
Financial Health
StrongStrong · Growing, Hiring · 29% CAGR over 2y
Location
HENDERSON STONE & CO LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services including pensions and retirement planning, investment advice, mortgage and equity release guidance, estate planning, and personal and business…
Serves private clients, families, business owners, professional partnerships and SMEs across the UK seeking financial planning, pension, investment, mortgage, protection, estate and long-term care…
Financial Health
DistressedDistressed · -2% CAGR over 4y
Location
Holland (Glasgow) Insurance Brokers Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides insurance brokerage and financial advisory services, arranging commercial and personal insurance including fleet, liability, property, motor trade, home and travel cover. Also advises on…
Serves businesses across central Scotland, including fleet operators, property owners, pubs, restaurants, offices, shops, hotels, guesthouses and motor traders, alongside individuals seeking personal…
Financial Health
StrongStrong · Hiring · 8% CAGR over 2y
Location
Capital Managers LLP
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and wealth management services, including investment advice, pensions and retirement planning, insurance protection, mortgage and refinancing advice, and tax…
Serves UK-based private individuals, companies, business owners, trusts and charities requiring regulated financial advice across personal, corporate and estate planning needs.
Financial Health
StableStable · -6% CAGR over 2y
Location
Whiteleigh Financial Planning Ltd
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice to individuals and businesses, including investment planning, retirement planning, protection planning, mortgages, corporate financial…
Serves private clients, retirees, business owners and professionals, alongside corporate clients, seeking financial planning and wealth management advice.
Financial Health
HealthyHealthy · -4% CAGR over 4y
Location
Infiniti Financial Solutions Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides personal financial planning and advisory services, including pensions and retirement planning, investment advice, mortgage and equity release advice, family protection insurance, and tax…
Serves private individuals and families, including first-time buyers, home movers, buy-to-let landlords, homeowners considering equity release, and clients planning for retirement or later life.
Financial Health
DistressedDistressed · 0% CAGR over 4y
Location
ONE FINANCIAL PLANNING LTD.
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and advisory services including investment advice, pension and retirement planning, insurance and protection products, and estate planning. Also offers business protection…
Serves UK consumers, high-net-worth individuals and business owners seeking financial planning advice on protection, pensions, investments, retirement and estate planning.
Financial Health
HealthyHealthy
Location
Cleveden Park Wealth Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsProvides independent financial planning and advisory services to individuals and businesses. Services include retirement and pension planning, investment advice, mortgages, insurance protection, tax…
Serves individuals and businesses across the UK seeking financial advice, including clients planning for pensions, retirement, investments, mortgages, protection, tax, estate matters and corporate…
Financial Health
StrongStrong · Growing, Hiring · 32% CAGR over 2y
Location
BLYTHSWOOD ASSOCIATES LTD
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsProvides financial planning and wealth management advice, including investment planning, pension and retirement planning, insurance and protection, mortgages, and corporate financial services.…
Serves UK-based individuals, families and business owners, including people starting careers, buying homes, saving for children’s education, approaching retirement, or planning financial security for…
Financial Health
HealthyHealthy · -8% CAGR over 4y
Location
WELLINGTON WEALTH (GLASGOW) LIMITED
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StableStable · -91% CAGR over 2y
Location
RIVERGATE FINANCE LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
ANNA MILLER WEALTH MANAGEMENT LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · Hiring · 19% CAGR over 4y
Location
Echo Wealth Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
SMART MOVE MORTGAGES & PROPERTIES LTD.
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
StableStable · 0% CAGR over 4y
Location
Maplewood Wealth Management Ltd
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
StrongStrong · Hiring · 15% CAGR over 2y
Location
Interactive Wealth Management Ltd
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 5y
Location
HORIZON SERVICES LTD
Trajectory
2y · 2023–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
DistressedDistressed · 0% CAGR over 1y
Location
GLASGOW WILLS AND TRUSTS LTD
Trajectory
3y · 2023–NowFinancial sub-scores
Computed from 3 filingsFinancial Health
DistressedDistressed
Location
Walker Wylie Financial Services Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
StableStable · 0% CAGR over 3y
Location
David Mcdonald Financial Services Limited
Trajectory
5y · 2022–NowFinancial sub-scores
Computed from 5 filingsProvides financial advisory services including mortgage broking, pension and investment advice, and personal insurance and protection products. Assists clients with financial planning and arranging…
Serves private clients, families and business owners seeking personal financial planning support, including mortgage applicants and people arranging pensions, investments or insurance.
Financial Health
StableStable · 0% CAGR over 4y
Location
FMD Financial Services Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
HealthyHealthy · 0% CAGR over 4y
Location
Bounce Ev Limited
Trajectory
4y · 2022–NowFinancial sub-scores
Computed from 4 filingsFinancial Health
WeakWeak · Hiring · 10% CAGR over 3y
Location
GWM Financial Solutions Limited
Trajectory
2y · 2024–NowFinancial sub-scores
Computed from 2 filingsFinancial Health
HealthyHealthy · 0% CAGR over 1y
Location
Dean Financial Management Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · 0% CAGR over 4y
Location
Ziyen UK Limited
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
DistressedDistressed · -16% CAGR over 4y
Location
MORTGAGE ADVICE SOLUTIONS LIMITED
Trajectory
5y · 2021–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -7% CAGR over 4y
Location
RAVENSTONE FINANCIAL MANAGEMENT LTD.
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -60% CAGR over 5y
Location
Glasgow Wealth Limited
Trajectory
5y · 2020–NowFinancial sub-scores
Computed from 5 filingsFinancial Health
WeakWeak · -16% CAGR over 4y
Location
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How Glasgow wealth management companies work and how to sell to them
What they do
Glasgow wealth-management practices usually earn through advice fees rather than product resale. Fees tend to combine initial planning charges, ongoing adviser charges linked to assets under advice, and fixed-fee work for pensions, inheritance planning or family wealth reviews. Some firms also provide portfolio oversight where their permissions and operating model allow it. The service shape is people-heavy: fact-finding, suitability assessment, financial modelling, implementation support and periodic reviews. Revenue therefore depends on adviser capacity, client retention and the ability to document advice properly, not just on acquiring new private clients.
Who they sell to
Most practices win work from private clients, families and owner-managed business shareholders with savings, pensions, property proceeds or business-sale wealth to manage. The formal buyer is usually the individual client, but spouses, adult children, accountants and solicitors can influence the decision where estate planning or business ownership is involved. Sales cycles are consultative and referral-led, often moving through discovery, risk profiling, fee disclosure and suitability checks before onboarding. Procurement rarely resembles a corporate tender; reputation, continuity of adviser relationship and perceived care over personal circumstances tend to carry more weight.
What they buy
Because advice work depends on regulated client records and repeatable review processes, most wealth-management firms tend to spend on client relationship management, financial-planning software, portfolio reporting, document storage, e-signature, secure messaging and compliance workflow tools. They may also buy outsourced paraplanning, accountancy support, legal advice, recruitment services, cyber security, insurance, website work and referral marketing. Firms with maturing client books are more likely to need data migration, client segmentation and reporting support, especially where older paper-based or spreadsheet-led processes are still part of the operating model.
Why and how to sell to them
Buying intent tends to appear when adviser capacity is tight, compliance administration starts to absorb client-facing time, or owners are preparing for succession, hiring or a client-book acquisition. Glasgow firms in this segment are likely to respond better to pitches framed around auditable process, lower rework, clearer client reviews and easier handover between advisers than to broad growth claims. Useful outbound signals include new adviser recruitment, refreshed permissions, office moves, rebrands, acquisition activity and visible investment in client communications. The commercial argument should connect the purchase to retained fee income, risk control and adviser productivity.
How this list is built
Data sources
This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.
Classification
Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.
Freshness
The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.
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Frequently asked questions
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