Financial advisers firm based in Milngavie town centre. Financial advice firm for nearly 60 years. Wisdom specialise in advising individuals in such areas as investment, retirement planning, protection and mortgages.
In the ever more confusing and impersonal world of financial services and products, the Wisdom philosophy is simple – the best advice, the best service and the best result – whatever your circumstances. Our financial advice service is adapted to provide appropriate solutions for people of all ages at every stage of their life. Our clients appreciate that we are able to help them throughout their lives and building relationships, not just with them but also their friends and family.
Some of the areas on which we can offer advice are as follows:
- Pension planning for both individual and corporate clients
- Tax planning
- Estate planning
- Life assurance and protection matters
- Finance – residential or commercial mortgages & remortgages
- Regular savings
- Lump sum investment – for income and/or growth