Planning your
Financial Future

Who We Are

We care deeply about our clients and we take a common sense approach to everything we do. 

Find out more about who we are.

What Our Clients Say

We believe in acting with integrity and achieving complete satisfaction for everyone we deal with.

Read what our clients have said.

What We Do

We offer a holistic financial planning service with our clients at the centre.  Only by listening to people’s stories can we help them achieve their financial goals.  We assist in articulating our clients’ goals by discussing what they’re trying to achieve, where they would like to be, and the building blocks involved to help them get there.

This forms the beginning of the financial planning process which includes individual risk assessment, cashflow modelling, research and detailed analysis.  Together, we formulate plans for our clients and their families, which are adapted throughout life as needs and requirements change. 

The Spectrum team provides education and reassurance every step of the way.  The most important part of building an ongoing relationship is maintaining effective communication.

Our client relationships are built on trust, honesty and integrity, and our advice is of paramount importance to those who engage us.

Glasgow's only Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed in The Times. VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are proud to be Glasgow’s only Top Rated Firm.

I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel

Maya Angelou

Years' Experience
23
Clients rate us 5/5
81 %
Average retirement age
50
Average life expectancy
66
Paul and Nadeen
Years' Experience
31
Clients rate us 5/5
81 %
Average retirement age
50
Average life expectancy
66

I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel

Maya Angelou

Our Bulletins

Our monthly newsletters cover a wide range of financial, technical and lifestyle subjects.

They are designed to help keep you up to date with financial matters, some of the things we think about in the background as well as discussing various other cultural topics that might capture your attention.

Although not all topics will be relevant to everyone, we hope that you will find at least some of them to be interesting and helpful.

Collaboration

We are central to our clients’ future plans, and we work closely with other qualified professionals.

We ensure appropriate partners are called upon as and when required.  These may include accountants, solicitors, estate planners or other specialists.

This collaboration ensures the right experts are on hand, doing the right things at the right times. With everybody working together we can achieve the best possible outcomes.

Read more about how we work in synergy towards achieving your goals.