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Personal Investment Planning

Securing financial freedom

Since 1998

Welcome to Personal Investment
Planning Ltd, Glasgow

Schedule a consultation with a financial advisor to undergo a Personal Financial Assessment. This process involves capturing a comprehensive "Financial Picture" of your current financial status. Our aim is to help you discern your goals and prioritise them accordingly. At Personal Investment Planning, we cover a broad spectrum of financial services, offering you a broader perspective.

Following discussions, we collaboratively devise a feasible financial plan that allows you to relish the present while securing your future.

Inheritance
Tax Advice

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Income & Family Protection

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Retirement
Planning

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Mortgage
Advice

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Asset
Management

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Savings &
Investments

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What we do.

As Financial Advisers, our mission is to provide you with the most extensive reservoir of financial advice and information available in the UK. We uphold exceptional standards of service and expertise, delivered with unwavering honesty and integrity.

We adopt a collaborative partnership approach, working closely with you to tailor our recommendations to your specific needs. Our goal is to offer a comprehensive, "one-stop" solution for all your financial requirements, both now and throughout your lifetime.

Secure your financial freedom in retirement by reaching out to us today.

Helping Everyday People
Since 1998.


Established in 1998, Personal Investment Planning Ltd was founded with a distinct objective: to offer clients comprehensive financial advice and, consequently, ensure their financial tranquility. With more than 50 years of collective experience in advising and mentoring clients, we tailor our services to suit their individual requirements, all while respecting their privacy.

Let's chat.

Please fill out the form below to get in touch with our experienced team. Whether you're looking for personalised investment advice, retirement planning, or any other financial service, we're here to help you navigate your financial journey with confidence.

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Many individuals mistakenly believe that investment planning is only for the affluent. However, this notion is far from accurate, and ordinary people are indeed losing out on valuable opportunities.

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