Wealthflow LLP - Financial Planners - Edinburgh

An unbiased, independent fee-based wealth management and financial life planning service for “Sudden Wealthflow” recipients, following particular life events, such as: Sale of a Business; Intergenerational inheritance; Divorce settlements; Winning the Lottery; Receipt of Retirement Benefits; Overnight success as Athle.

Duncan Glassey CFP AIFP MSI FRSA, a Certified Financial Planner specialising in providing independent wealth management consultancy to affluent private individuals. Duncan is the author of “Financial Freedom: Using The WealthFlow System. ”

Maria Nemeth, Ph. D. , MCC, a clinical psychologist specialising in helping people shift their relationship with money. Her popular Sounds True six-tape series and seminars have helped thousands of people to create ongoing affluence and financial ease. Maria is the author of three leading titles on the subject of 'relationships with money'.

Clients share some unique qualities. They are looking for a long-term advisory relationship (not a one-time consultation). They want an independent financial planner who will work with their other advisers (in areas such as law, tax, investment, and asset protection). They want to be empowered with their wealth rather than burdened by it. They may want to explore how philanthropy could be incorporated into their plan. They want to protect, increase, and transfer their wealth without taking unnecessary risks. They understand the value of investing in a trusted adviser.