Professional Financial Services (PFS) Glasgow - independent financial advisors

What we do

Guides

Wealth planning

The first principle of our business is that there is no such thing as a typical client. That's why our starting point is always to put in whatever time may be necessary to get to know you better on a personal level - essential if we are to gain a thorough understanding of your present financial position and aspirations for the future.

With a guarantee of complete confidentiality, this initial fact-finding stage involves a comprehensive analysis of such key areas as business and property holdings, the financial circumstances of other family members, existing pension arrangements, tax position, cash reserves, tolerance to risk and, of critical importance, your plans to pass on your wealth to succeeding generations.

It's all part of a holistic approach that aims to provide a 'bigger picture' of your personal and professional circumstances as the basis for any recommendations we may make. Only then can we start planning a strategy that will satisfy all your growth and preservation criteria - from restructuring and tax mitigation to business protection and opportunities for further investment.

Investment

Our commitment to the highest standards of client service includes the benefit of a dedicated professional who will act as your primary point of contact in all your dealings with PFS.

As such, they will be responsible for overseeing and co-ordinating all the various strands of the agreed strategy for realising your financial goals on a day-to-day basis. And there can perhaps be no better example of the value of this level of personal attention than in the ongoing management of your investment portfolio.

Our aim is to build a portfolio that most accurately reflects your attitude to risk and the returns you expect to generate within any given time horizon. In this, we search the market for performing funds from providers with particular expertise in their own specialist field - whether equities, bonds, fixed interest securities, cash or property.

Our proactive approach to managing your portfolio includes continuous market analysis and performance monitoring on a daily basis by your personal adviser, offering the reassurance of immediate reporting and advice on whatever changes may be necessary to keep your portfolio on track with your investment aims.

A dedicated service. A discreet service. The definitive service that makes all the difference when you invest your trust in PFS.