The ability to make

sensible decisions

The Wisdom philosophy is simple – the best advice, the best service and the best result – whatever your circumstances.

Welcome to Wisdom Consulting Ltd – a firm of financial advisers based in Milngavie, on the outskirts of Glasgow. Wisdom Consulting specialise in advising individuals in such areas as investment, retirement planning, protection and mortgages and our clients have access to nearly 70 years of industry experience and knowledge. 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.

Building on experience

Our financial advisers offer a personal service supported by industry leading technology. Our purpose is to promote the financial well-being of our clients, their families and their businesses, through use of investments, pensions and protection.

We can help

We provide financial advice to UK clients. Our business is currently focused in and around Glasgow, but our advisers are able to serve clients based further afield.

Achieve your goals

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.

Our Services

RETIREMENT planning

Including starting a pension, review of existing plans and “at or in” retirement planning

Tax planning

Includes effective inheritance tax planning to protect your legacy

LUMP SUM INVESTMENT

Advice on new or existing investments which you want to grow in value and/or to provide income

Life assurance and protection

“Peace of mind” for you and your dependants which includes advice on life and critical illness cover. We can also review any existing protection plans.

mortgages/ Remortgages

Advice on a new mortgage or a review of your existing loan

Regular savings

Effective and tax efficient saving for planned future events or simply for a “rainy day”

Our clients say