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Paterson Financial Planning Ltd

Planning a bright future

5.0 (8 Ratings) | Write a review

21 Blythswood Square, Glasgow, G2 4BL Directions

   Open today 09:00 - 17:00

Why Choose Us?

Well Established
Professional Advice
Highest Standards
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Review summary

5
5

8 reviews

8
5
8
4 0
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2 0
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Our location

Opening hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday Closed
Sunday Closed

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Payment methods

Cheque
BACS
Paypal
Direct Debit

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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

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Managing Director and Independent Financial Adviser
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Products & 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)

Related searches:

Money transfer Equity release Actuaries Banks Credit & discount cards Stockbrokers Investments Life assurance & pension consultants Life assurance & pension companies Credit unions Pensions Debt management

Reviews

Great service

5
Excellent service from the staff at Paterson Financial Planning Ltd who took the time to review in great time my requirements before making any recommendations.
I was then give 2 detailed options before making a decision. THE fact that they are independent IFA assisted as they were able to review the whole market. The staff are extremely knowledgeable.
05 Feb 2021
Many thanks for taking the time to review our service Donald. we truly appreciate it,
05 Feb 2021
Many thanks for taking the time to review our service Donald. we truly appreciate it,
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Retirement pension advice

5
Natalie was very professional. Her knowledge and attention to detail educated me and helped me make an informed decision with regards to how I should proceed when dealing with my retirement pension.
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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
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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!!
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Timeous service, thorough knowledge and personable dealings.

5
Excellent, cannot fault anything.
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