Welcome

What Can We Offer You?

At Paton Wealth Management we help clients plan their journey by allowing them to be creative in articulating their aims and aspirations. By knowing exactly what our clients want to achieve, we are able to review their planning and can help to focus on:

·         What's important to them

·         Provide a clear understanding of what their financial future looks like

·         What is required to achieve their goals

·         Gain financial independence & security; in the knowledge their financial future is                      secure

·         Providing this in a tax efficient manner within our business culture which promotes                 fair value for services provided

In an ever changing world few of us manage our finances well. This is hardly surprising; the financial world is complex, dynamic and rarely stands still, most people have neither the time, nor often the inclination, to make the most of what is on offer.

Reaching your life goals can be challenging for even the most focused and organised individual.

Together we can put in place the structure and framework to help you get to where you want to be. With a focused idea of your aspirations and your progress towards achieving them you can feel more confident in the future, understand what is important to you, and create the lifestyle you want.

 

Meet a Chartered Financial Planner

We offer an initial consultation free of charge and without obligation, so come and talk to us about how we can provide advice tailored to your particular circumstances. 

 

Managing Director Alistair Paton APFS Chartered Financial Planner

4 Woodside Place, Charing Cross, Glasgow G3 7QF

T: 0141 353 5048

E:enquiries@patonwealthmanagement.co.uk

Paton Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register). Financial Services Register No: 517403

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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Paton Wealth Management Ltd
Registered Address:
5 Princes Terrace, Glasgow, G12 9JW
Registered in Scotland, No. SC371354

Neither Paton Wealth Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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