financial services
HBJ Gateley financial services* provides independent financial advice to individual private clients and trusts. An integral part of the firm's private client department, our independent financial advisors take into account the client's overall affairs and where necessary are able to consult with experienced solicitors and tax advisors on any areas of planning where a cross-over of services arises. It is this approach that sees the firm best-placed to offer a holistic and comprehensive wealth management proposition.
Our advisors specialise in providing advice on pensions, investments, protection and tax planning.
As a result of this global approach, we pride ourselves on fostering and maintaining long standing relationships with our clients and their families.
In addition to our private client offering, we also have experience of providing corporate financial planning advice to businesses and partnerships. The firm offers advice on corporate pension schemes, employee benefits, share schemes and protection policies.
*Gateley (Scotland) LLP utilises the vehicle Cornerstone Asset Management LLP, which is authorised and regulated by the FSA.
related news, events
and publications
news
23rd March 2011
cash clinic: pensions pain as firms are forced to cut their cloth
The Scottish private client and financial services team answer your queries, this week: the motives behind restructuring a pension scheme and how this may impact on your pension
18th December 2010
cash clinic: much to consider before renting out your property
The Scottish private client and financial services team answer your queries, this week: the factors to consider before renting out your property.
“I have nothing other than praise for their expertise and professionalism and would have no hesitation in recommending them.”
Karen Winning, Director, Winning Leishman Limited
“Their relaxed and informative style gave me the confidence to make important financial decisions on both a personal and business level. The 'one stop shop' facility of having both a financial advisor and a solicitor available to me was a unique and beneficial experience.”
Ken Whitson, Managing Director, Red Review Limited
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contacts
Scotland
Edinburgh
Glen Gilson
dt: +44 (0) 131 222 9836
df: +44 (0) 131 222 9800
m: +44 (0) 7733 318 175
e: Glen Gilson
