0141 332 6688
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Welcome to Stewart Financial Management Limited
Financial Advisers in Glasgow, Lanarkshire
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 0141 332 6688 and we'll be pleased to help you.
Who We Are And What We Do
VIEW MOREHere at Stewart Financial Management, we pride ourselves in providing our clients with quality bespoke financial planning advice.
Each member of staff at Stewart Financial Management has a minimum of 20 years Financial Services experience which is utilised to provide clients with suitable solutions. We are a professional organisation that provides a personal service.
We understand that no two clients have the same requirements and therefore require tailor made answers to their needs. We work closely with all our clients to ensure they have a personalised service and dedicated staff looking after them. We are more than happy to liaise with our client’s lawyers and accountants to ensure sound overall planning.
It is the Stewart Financial Management ethos to form close working bonds with our clients and also maintain long term relationships which in certain instances has covered three generations!!
In addition to providing advice to individual and corporate clients, Stewart Financial Management has a long standing association with a number of charitable and non profit making organisations providing them and their staff with Independent Financial Advice.
Our Main Products
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Pensions
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
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Savings & Investments
There are many different ways to save, but whichever way you choose, the general idea is the same
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Financial Planning
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
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1
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About you
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We meet together to discuss your personal circumstances and your current financial situation.
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2
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Your Goals & Ambitions
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Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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3
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Analysis
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We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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4
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How to get there
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So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
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5
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Implementation
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It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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6
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Review the Plan & Progress Updates
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If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.