Grow your finances and protect your family’s future with help from

Pension & Investment Management Services

Our Services

Retirement

Retirement

Most individuals do not take this subject seriously until they are in their forties.

Pound Protection

Protection

Take advice when you need the cover to protect those loan/mortgage.

Property

Property

In today’s market there is a shortage and there are more people renting than buying.

coins

Savings

We should try and set aside money out of earned income and pay regular lump sums,

What We Do

The business started in early 1993 and I have been in it since May 1983 with one of the traditional mutual life offices.

The marketplace journal, Financial Adviser scored my answers 19/20 for our client handling services and granted us their prestigious five star award for knowledge of the financial services industry back in 1997.

Followed by Runner Up in The Scotsman newspaper’s Independent Financial Adviser of the Year awards in 2006.

More recently, I was the STV Money Man in the early evening program The Hour hosted by Stephen Jardine.

Wealth Management Program

The Wealth Management Programme is a step-by-step process to help you achieve your financial goals.

Life Events

Choose a life event to find out how this can affect your financial planning

  • PHONE

    0141 332 8066

  • EMAIL

    enquiries@pensionsandinvestments.co.uk

  • ADDRESS

    200 Bath Street, Glasgow G2 4HG