Contact
If you would like a chat to find out more, or have any questions about financial planning, then please get in touch.
You can call, email, or fill out our contact form.
enquiries@thewealthoffice.co.uk
220 St Vincent Street, Glasgow, G2 5SG
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Testimonials
My previous adviser came across as not wanting to give me advice, and I knew I needed to do some financial planning but couldn’t see the link between planning and my desired outcomes. Kenny came in and brushed those concerns aside.
Kenny recommended a strategy that was best suited to me and meeting my goals. It felt like Kenny was on the journey with me, reviewing my goals and attitudes to risk. I didn’t feel alone with Kenny.
GLASGOW
I started investing small amounts into my pensions, but wasn’t convinced I was investing correctly if I was to meet my goal of retiring before 60.
Kenny I and discussed my goals and my current finances to ensure my ongoing plan was affordable. The relationship I developed with Kenny has helped immensely, as it feels like a partnership in which I have input, but all the hard work is done by Kenny and his team. The long-term results have been great as a result of this relationship.
NORTH AYRSHIRE
I wasn’t able to give much time to my finances, and had no idea how to maximise them. I was at a crossroads and seriously needed to look at my long term planning.
I felt my finances were more complex than necessary, and it made me feel nervous and anxious. There were too many policy options to consider.
Kenny took an overall view and came up with a simplified, better performing plan with everything under one umbrella. Kenny took the worry off my shoulders, meaning I’m now far less stressed about my finances.
NORTH LANARKSHIRE
My previous adviser came across as not wanting to give me advice, and I knew I needed to do some financial planning but couldn’t see the link between planning and my desired outcomes. Kenny came in and brushed those concerns aside.
Kenny recommended a strategy that was best suited to me and meeting my goals. It felt like Kenny was on the journey with me, reviewing my goals and attitudes to risk. I didn’t feel alone with Kenny.
GLASGOW
I started investing small amounts into my pensions, but wasn’t convinced I was investing correctly if I was to meet my goal of retiring before 60.
Kenny I and discussed my goals and my current finances to ensure my ongoing plan was affordable. The relationship I developed with Kenny has helped immensely, as it feels like a partnership in which I have input, but all the hard work is done by Kenny and his team. The long-term results have been great as a result of this relationship.
NORTH AYRSHIRE
“I wasn’t able to give much time to my finances, and had no idea how to maximise them. I was at a crossroads and seriously needed to look at my long term planning.
I felt my finances were more complex than necessary, and it made me feel nervous and anxious. There were too many policy options to consider.
Kenny took an overall view and came up with a simplified, better performing plan with everything under one umbrella. Kenny took the worry off my shoulders, meaning I’m now far less stressed about my finances.
NORTH LANARKSHIRE
