15+

Years
with Yell

Paterson Financial Planning Ltd

Planning a bright future

21 Blythswood Square, Glasgow, G2 4BL Directions

Tel 0141 221 0033
   Now closed Open today 09:00 - 17:00

Why Choose Us?

Well Established
Professional Advice
Highest Standards

Business overview

Working together with you to reach your life goals, ensuring you understand each aspect of your finances and the impact that this will have on your future.

Founded in 2004, Paterson Financial Planning Ltd offers you an easy way to handle your finances and make sure that every penny works to your benefit. We are committed to offering easily digestible advice that offers you clear and simple courses of action.

Whatever your personal or business needs, whether planning for the present or the future, you can always rely on receiving helpful, independent and impartial information.

Photos

Image 3 of Paterson Financial Planning Ltd
Image 4 of Paterson Financial Planning Ltd
Image 2 of Paterson Financial Planning Ltd
Image 5 of Paterson Financial Planning Ltd
Image 6 of Paterson Financial Planning Ltd
Image 7 of Paterson Financial Planning Ltd
Image 8 of Paterson Financial Planning Ltd
Image 9 of Paterson Financial Planning Ltd

Products and services

investments

pensions

financial planning

Financial advisers

Trust Advice

life planning

income protection insurance

Inheritance Tax planning

independent financial advisers

life insurance

School Fees Planning

Care fees planning and advice

equity release

commercial mortgages

commercial & business finance

FCA regulated

Financial Consultants

Investment Consultants

Mortgage Advice

Mortgages

Tax Planning

Life Assurance and Pension Consultants

Credentials

Associations

  • Financial Conduct Authority (401850)

Reviews

What seemed very daunting at the start was taken out of my hands and dealt with so professionally
5
Whilst making one of the biggest decisions regarding my finances, Natalie and Richard supported me enormously with their wealth of professionalism and their genuine caring qualities. They 'held my hand' during the process and were available whenever I had any questions no matter how silly they seemed! They also kept me updated during all the stages that had to be carried out. They were very friendly and easy to talk to which made me more comfortable. Their knowledge - First Class. I was recommended by a friend and now have recommended them to a colleague. Enormously appreciated. Fantastic Team.
14 Nov 2019
Many thanks Anne for your kind review. I’m delighted that you found our service excellent and hope we can continue to prove our worth to you. Many thanks Damien Paterson
14 Nov 2019
Many thanks Anne for your kind review. I’m delighted that you found our service excellent and hope we can continue to prove our worth to you. Many thanks Damien Paterson
Cancel Update
1000 characters limit
Very Happy Customer!
5
Natalie Donnell at Paterson Financial services Ltd is amazing, not only does she explain everything thoroughly she also gives you choices and options that cater directly to your needs. I firstly had my pension assessed and have now set things up as they should be for a better future, the ease of that process made me use their services once again when it came to choosing my new mortgage, again Natalie worked her magic and enabled me to get my new family home at a minimal cost. I was kept up to date at every stage of each process hence why I'd highly recommend both Natalie and Paterson Financial services ltd. I had a 5⭐️ Service all the way...if you want expert advice and expert financial advice then this is the company to use. Natalie I feel personally was invested in giving me good sound advice meaning I don't have to worry now and can enjoy my new home .Fantastic service all round!!
Cancel Update
1000 characters limit
Timeous service, thorough knowledge and personable dealings.
5
Excellent, cannot fault anything.
Cancel Update
1000 characters limit
Professional
5
Planning for retirement is a mixture of excitement and a little apprehensive. Our friends suggested contacting Paterson Financial Planning to discuss the options available to us to allow us financial security after retirement.
We were given a range of options best suited to our needs and circumstances. This enabled us to plan for the future with a sound financial platform.
The information was explained clearly and Natalie was always available to answer our many questions and several phone calls.
We never felt rushed or under pressure and we can now look forward to enjoying our retirement with peace of mind.
Cancel Update
1000 characters limit
Paterson Financial Planning Ltd
5
Early days yet for me, but so far everything has gone very smoothly. I have easy online access to all the information I need and all business has been conducted with courtesy and efficiency.
Cancel Update
1000 characters limit