Paterson Financial Planning Ltd - Glasgow

Paterson Financial Planning Ltd

Paterson Financial Planning Ltd is a renowned financial consulting firm located at 21 Blythswood Square, Glasgow G2 4BL, United Kingdom. The company specializes in providing comprehensive financial planning services to its clients.

Specialties: Financial consultant

Other points of interest: Online appointments, On-site services, Toilet, Appointments recommended

Opinions: This company has 8 reviews on Google My Business.

Average opinion: 5/5.

About Paterson Financial Planning Ltd

Paterson Financial Planning Ltd is a well-established financial consulting firm that has been serving clients in the Glasgow area for many years. The company's team of experienced financial planners is dedicated to helping clients achieve their financial goals through personalized and tailored solutions.

Services Offered

The firm offers a wide range of financial planning services, including:

• Personal financial planning
• Business financial planning
• Pension planning
• Investment planning
• Insurance planning

Why Choose Paterson Financial Planning Ltd

There are several reasons why clients choose Paterson Financial Planning Ltd for their financial planning needs:

• Experienced and qualified financial planners
• Personalized and tailored solutions
• Comprehensive range of services
• Convenient location in Glasgow city center
• Online appointment scheduling for added convenience

Contact Information

For more information about Paterson Financial Planning Ltd or to schedule an appointment, please contact the firm using the following details:

• Address: 21 Blythswood Square, Glasgow G2 4BL, United Kingdom
• Phone: 1412210033
• Website: patersonfp.co.uk

👍 Reviews of Paterson Financial Planning Ltd

Accounts D.

5/5

I have had the great fortune of engaging professionally with Damien and the team at Paterson Financial Planning Ltd now for a considerable period of time where they look after the financial affairs/insurance policies of not only my business, but also my own personal and family situation too.

The levels of professionalism, advice, communication and attention to detail are phenomenal and each of the staff are only too happy to accommodate their client portfolio in anyway that they can.

Furthermore, Damien is a knowledgeable leader within his industry and it is with absolute confidence that I place my trust in his judgement/advice.

Mike B.

5/5

Great service!

Team is so helpful. Truly thankful for Richard and Damien’s advice and honesty! Looking forward to the future with exciting plans in place 😊.

Jimmy M.

5/5

I have dealt with Damien and his team for many years, on both personal and business related financial matters. Excellent and trustworthy service and highly recommended

Barry M.

5/5

Natalie was first class, very informative and would happily explain anything that I did not understand. Overall great service and well recommended.

Michael M.

5/5

Extremely pleased with advice from Richard and smooth transfer of existing pension to new pension provider.

mark H.

5/5

Providing clear and concise information, which helped me to make the right financial decisions for me and my family.’

Michael C.

5/5

Neve P.

5/5