Founded in 2003 by directors Raymond and Eilidh Paterson, Paterson Financial Planning Ltd is a firm of independent financial planners. Based in Glasgow, the company provides holistic financial advice with a focus on building long-term client relationships. As an independent firm, they are able to offer advice on a wide range of retail investment products from across the entire market. Their core services include retirement planning, pension advice, investment management, and inheritance tax strategies. The company is authorised and regulated by the Financial Conduct Authority.

Founded in

Australia