Paterson Financial Planning Ltd
Paterson Financial Planning Ltd provides financial advice to individuals and businesses, focusing on solutions to meet their financial objectives. Established in 2004, the company has grown through word-of-mouth referrals, emphasizing a client-centric approach to financial planning.
- Pensions
- Mortgages
- Protection
- Investments
- Later Life Advice
Locations
Competitors
M B Financial Planning is a financial advisory firm based in Glasgow, Scotland, providing comprehensive financial services to individuals and businesses.
Tru Wealth Ltd is a financial services company dedicated to helping individuals and organisations secure their financial future through expert advice and tailored solutions.
Company Details
Paterson Financial Planning Ltd is operated by Paterson Financial Planning Ltd and is a Active company incorporated on 20 May 2004 with the registered office located in Glasgow, City of Glasgow. Paterson Financial Planning Ltd was registered 21 years ago.
Status
Active
Size
Micro
Directors
3
Age
21 years old
Employees
10
Turnover
Unreported
Total Assets
£412.98K
Cash in Bank
£298.97K
Total Liabilities
-£83.78K
Teams
2
IFA Administrator • Joined Jun 2019
Financial Planner • Joined Oct 2018