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Forty Two Financial Planning

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Forty Two Financial Planning

Overview:

Forty Two Financial Planning is a leading financial planning and wealth management firm based in Glasgow. We deliver highly personalised financial planning and strategic investment advice to clients across Scotland. We specialise in retirement planning; helping clients make the right decision in the lead up to their retirement and throughout the longest holiday of their lives.

For some clients we help plan their dream life; for others we help them achieve the peace of mind to know that they will always remain financially secure.

The first thing we do is to get to know you, to understand your values and to help you identify your personal goals. You may want to make sure your family is financially secure, to write a book, take the time to travel, or to make a difference to your community. Once we understand your desired life path we can accurately assess the funds you require to follow it.

In our experience we have found that spending more time at the start getting to understand your values leads to a more secure and open relationship in the longer term and to a more successful financial outcome.

This way you can leave our offices knowing that our expert financial team will make sure the numbers are right, while you focus on achieving your dreams.

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