Life Changing
Financial
Planning.
Awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
Begley Brown are a friendly, highly qualified team who service a select number of clients.
Keeping our numbers low allows us to focus on each client’s individual circumstances providing them and their families with an exceptional level of attention and expertise.
Unlike traditional financial advice which has been primarily focussed on selling products our approach is to put our client’s lives at the centre of every conversation we ever have.
Our starting point is to understand your unique life story so far, your goals, values, hopes and dreams as well as the stuff that keeps you awake at night. With a good understanding of you and what you want to do with the rest of your life we can help you build a truly meaningful life plan. This will of course incorporate all the usual expertise you would expect from a Chartered Financial Planning Firm on specific products, tax, investing etc. but the key difference is it’s entirely bespoke to you and will evolve over time.
By doing this we can help you make the most of your wealth throughout your life, living life to the full and without worrying unnecessarily about money.
Begley Brown are a boutique, friendly, highly qualified team who service a select number of clients.
Keeping our numbers low allows us to focus on each client’s individual circumstances providing them and their families with an exceptional level of attention and expertise.
Unlike traditional financial advice which has been primarily focussed on selling products our approach is to put our client’s lives at the centre of every conversation we ever have.
Our starting point is to understand your unique life story so far, your goals, values, hopes and dreams as well as the stuff that keeps you awake at night. With a good understanding of you and what you want to do with the rest of your life we can help you build a truly meaningful life plan. This will of course incorporate all the usual expertise you would expect from a Chartered Financial Planning Firm on specific products, tax, investing etc. but the key difference is it’s entirely bespoke to you and will evolve over time.
By doing this we can help you make the most of your wealth throughout your life, living life to the full and without worrying unnecessarily about money.
Awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
You.
Us.
Together.
If you would like to know more please get in touch. Any initial meeting will be at our expense and will be a relaxed chat over a nice coffee with a chance to sample our popular retro biscuit selection. By the end of the meeting we can agree the way forward.
Get in touch below for more info
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7 Royal Crescent, Glasgow, G3 7SL
Telephone: 0141 331 2221
Email: admin@begleybrown.co.uk
Registered in Scotland. Company Registration Number: 326258
Authorised & Regulated by the Financial Conduct Authority
Financial Services Register Number 471152
The Financial Ombudsman Service is available to sort out any individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit
www.financial-ombudsman.org.uk
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