PF
Paterson Financial Planning Ltd
Expert financial guidance for businesses and families in Glasgow, building secure futures with personalized strategies.
5
Business
$$$
Expert financial guidance for businesses and families in Glasgow, building secure futures with personalized strategies.
Paterson Financial Planning Ltd is a premier financial advisory firm located in Glasgow, offering comprehensive services for both personal and business financial needs. With a team of knowledgeable professionals led by Damien, the firm provides exceptional advice on insurance policies, pensions, and overall financial planning. Known for their high levels of professionalism, attention to detail, and trustworthy service, they cater to clients seeking reliable and honest guidance to achieve their financial goals.
No photos available
Tailored advice for individuals and families on investments, pensions, and wealth management to achieve long-term goals.
Comprehensive financial strategies for businesses, including insurance policies, retirement plans, and asset management.
Expert guidance and smooth processing for transferring existing pensions to new providers with optimal benefits.
Professional advice and management of insurance policies to ensure adequate coverage for personal and business needs.
Informed recommendations on investment opportunities to grow and protect your financial assets effectively.
Overall rating
Mike Brown
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 😊.
Accounts Department
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.
Michael Mackenzie
Extremely pleased with advice from Richard and smooth transfer of existing pension to new pension provider.
Barry McMurray
Natalie was first class, very informative and would happily explain anything that I did not understand. Overall great service and well recommended.
Jimmy McGuigan
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
Claim Paterson Financial Planning Ltd to update business info, respond to reviews, and access analytics.
