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Our Story & why we care

To us, it's Personal

Our Background.

Established in 1998, Personal Investment Planning Ltd, based in Glasgow City Centre, was founded with a clear mission: to offer clients reliable financial advice and ensure their financial peace of mind. With over 50 years of collective experience, we provide personalised services tailored to our clients' needs, prioritising their financial well-being without intrusiveness.

Our Mission.

As Financial Advisers, our goal is to provide the most comprehensive financial advice and information in the UK, complemented by exceptional service and expertise upheld with honesty and integrity.

We adopt a collaborative partnership approach, working closely with you to customise recommendations that meet your specific needs. Our objective is to offer a holistic solution for all your financial requirements, both now and throughout your lifetime.

We Make It Personal...

Our Financial Advisors

Our advisors are extensively qualified and hold the Statement of Professional Standing certificate to the required standard.

Our Core Service

Engage in an initial consultation with an experienced advisor to establish a comprehensive "Financial Picture" of your current financial status, understand your objectives, and assist you in prioritising accordingly.

Our Advisory Approach

Our guidance isn't solely based on products; instead, we assess a comprehensive strategy for your financial needs and goals, considering your short, medium, and long-term plans.

Asset
Management

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Inheritance
Tax Advice

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Income & Family Protection

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Retirement
Planning

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Savings &
Investments

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Mortgage
Advice

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Contact us today.

Ready to take control of your financial future? Contact us today for expert investment advice and personalised planning tailored to your goals.

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