CFG Wealth Management – Financial Advisers In Glasgow
The Carruth Financial Group Ltd was established in 1984 and has been providing investment and estate planning advice to professional and business clientele throughout this period. We pride ourselves in providing clients with an ongoing service managing their investment portfolios through regular monitoring, as well as full annual reviews. We also have specialists in trusts for estate planning and inheritance tax mitigation.
At CFG Wealth Management we provide financial advice to individual clients, as well as Trustees with regards to:
- Investments and Savings (ISAs, existing investment portfolios, Onshore Bonds, Offshore Bonds, including portfolio management)
- General Financial Advice
- Wealth Management
- Pensions and Retirement
- Inheritance Planning
- Insurance & Protection
- Annuities
- Auto Enrolment
- Inheritance Tax Planning
- Mortgages
- Business
- Stockbroking services
CFG Wealth Management – Glasgow Financial Advice
Our approach at CFG Wealth Management is client focused, with an emphasis on providing advice that will help you achieve your goals. When product recommendations are required, we have the qualifications and experience to ensure you receive the appropriate advice.
Get In Touch!
Prospective clients are invited to call the office for a no obligation call to discuss where we can add any value. Initial meetings are available at no cost or obligation.
Financial Advisor Glasgow – CFG Wealth Management
Telephone: 0141 226 1720 or Email: enquiries@cfgwealthmanagement.co.uk