Fitzallan

Fitzallan is a Chartered Financial Planning firm based in Glasgow, providing independent financial advice to individuals and businesses throughout the UK, with a focus on long-term financial strategies.
  • Protection
  • Tax planning
  • Pensions planning
  • Corporate planning
  • Investment planning

Size
Small
Phone
0141 564 7700
Email
Available in Endole App
Locations
105 W George St, G2 1PB
01415647700
Digital Popularity
Social Media
Available on
Competitors
Georgetown Wealth Management
Georgetown Wealth Management provides professional, trustworthy independent financial advice, helping clients create the financial future they desire.
Wellington Wealth
Wellington Wealth is a boutique firm of independent financial advisers based in Glasgow, dedicated to providing bespoke financial planning and advice to families, entrepreneurs, and individuals.
Company Details
Fitzallan is operated by Fitzallan Limited and is a Active company incorporated on 16 February 2004 with the registered office located in Glasgow, City of Glasgow. Fitzallan Limited was registered 21 years ago.

Status
Active
Size
Small
Directors
5
Age
21 years old
Employees
19
Turnover
Unreported
Total Assets
£809.31K
Cash in Bank
£529.09K
Total Liabilities
-£243.73K

Director • Secretary • PSC • Financial Advisor • British • Lives in UK • Born in Apr 1967
Director • British • Lives in England • Born in Jan 1964
Director • British • Lives in Scotland • Born in Apr 1965
Director • PSC • Financial Advisor • British • Lives in UK • Born in Aug 1965
Teams
All
8
Management
7
Support
1
Investment Director • Joined Jan 2017
Operations & HR Manager • Joined Jan 2022
Administrator
Chartered Financial Adviser • Joined Aug 2021
Chartered Financial Planner • Joined Jan 2018
Chartered Financial Planner • Joined Nov 2022
Chartered Financial Planner • Joined May 2016
Paraplanner • Joined Jun 2024
Investment Director • Joined Jan 2017
Operations & HR Manager • Joined Jan 2022
Chartered Financial Adviser • Joined Aug 2021
Chartered Financial Planner • Joined Jan 2018
Chartered Financial Planner • Joined Nov 2022
Chartered Financial Planner • Joined May 2016
Paraplanner • Joined Jun 2024
Administrator