‘Someone is sitting in the shade today because someone planted a tree a long time ago’
Professional, trustworthy independent financial advice based in Glasgow and London.
At Georgetown Wealth Management, we provide effective planning to help you create the financial future that you want. You will be safe in the knowledge that all aspects of your finances, for you and your family are looked after.
What will your future be like? We don’t know what the future will hold but we do know that with professional advice and careful planning it will put you in a much stronger position to help achieve your goals and aspirations.
Your future is our present. We will work with you to help turn your ideal future into reality.
Our Core Services
Estate Planning & Inheritance Tax Planning (IHT)
Advice for Business Owners
Our Solution Begins with You
We believe that without a plan, life’s key milestones will just be a wish. Whether you are saving for a home, a wedding, your child’s education, starting a family, or thinking about retiring – good financial planning can help turn your goals to reality. Whether you are looking to build, grow or preserve your wealth, we listen to you and help you along the way.
Our solutions begin with you. Whatever stage of life or business you are in, we believe that a personalised financial plan built around you and your vision will support your life’s journey and help steer you well towards your goals.
As a team, we have over 90 years’ of financial services and wealth management experience. We are also a family business and therefore, not only are we able to offer exceptional financial planning and wealth management advice, but we also understand the challenges and growth aspirations of SME / family businesses.
We work with families, businesses, and private clients across the country with offices in Glasgow and London.