William Wallace Wealth Management

: 168 West George Street, Glasgow, G2 2NR

: FCA Number: 537445

Website Image of William Wallace Wealth Management

William Wallace Wealth Management, located in Glasgow, GB, is a trusted name in the field of financial planning, providing regulated advice on life, investments, and pension retirement plans. This esteemed firm is known for its tailor-made services that cater to individual needs of clients, offering assistance with final salary pension transfers as well. Proudly regulated by the FCA under number 537445, we extend our services throughout the region, making financial planning accessible and approachable. Our focus lies on serving our clients with utmost dedication, ensuring they receive reliable guidance in their financial journey. Though based in Glasgow, we have a strong regional coverage, helping clients across counties plan their financial future with certainty. Trust us to be your dependable partner in wealth management.

Their team includes one financial adviser. Check FCA registration here.

William Wallace Wealth Management are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to William Wallace Wealth Management from the Motorway

From the M8:
At Junction 5, please take the B7057 exit towards Shotts/Harthill/B7066.
Proceed onto B7057.
Turn right to merge onto the M8 motorway.
Ensure to keep right in order to stay on the M8.
At Junction 18, please exit right towards Charing X/Kelvingrove.
Merge onto St George's Road/A804.
Take the next left onto Sauchiehall Street.
Please turn right onto Blythswood Street.
Continue forth onto Blythswood Square.
Finally, turn left onto West George Street. The destination will be situated on your left.

List of advisers under William Wallace Wealth Management:

William Wallace Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.