Wellington Wealth

Wellington Wealth We are a firm of Independent Financial Advisers (IFAs) who are authorised & regulated by the Financial Conduct Authority. 717874

We specialise in giving independent financial advice to high net worth individuals, owner managed business.

- Protection
- Pensions
- Investment
- Inheritance Tax Planning

The market value of investments and the income from them can go down as well as up. Shares may be subject to sudden and large falls in value and you may get back less than the amount invested. Past performance is not a guide t

o the future. If a fund is a specialist country-specific or geographical region fund, the investment carries greater risk than a fund diversified across more countries. Any comments placed on this site are the opinion of the user and not the opinion of the company. None of the comment posted here constitute financial advice and everyone should seek individual advice before acting on anything read on website or in the media as generalisations are not specific to individual circumstances and therefore may be unsuitable.

Gen Z are disengaged, disinterested, entitled & never put in the work. Aren't they?? We are glad we didn't listen to the...
09/06/2026

Gen Z are disengaged, disinterested, entitled & never put in the work.

Aren't they??

We are glad we didn't listen to the media version of Gen Z, we are backing this generation the evidence is compelling!!

When you hire someone young in your business, you hope they will go the extra mile for the client when it matters.

We are thrilled that Bryce & Lewis have just smashed their own targets at Ironman 70.3 in Warsaw. What better demonstration of character, attitude and self drive.

What traits do you look for when hiring for character, not just capability??

Iron Men - Going the Extra Mile. We help fun interesting people dream, plan & enjoy.. Wellington Wealth.

07/06/2026

The average UK worker has 11 jobs over their lifetime.

That’s potentially 11 different pensions sitting dormant, growing in isolation, with no one keeping an eye on them.

So it’s no surprise pension consolidation is one of the questions we get asked most.

But before you do anything make sure you are not losing valuable benefits!

There are four things you need to check and one of them catches people out more than any other.

👇 Watch below. Then tell us how many pensions you have?

Give us a call if you would like us to check your situation.

05/06/2026

The average UK worker has 11 jobs over their lifetime.

That's potentially 11 different pensions sitting dormant, growing in isolation, with no one keeping an eye on them.

So it's no surprise pension consolidation is one of the questions we get asked most.

But before you do anything make sure you are not losing valuable benefits!

There are four things you need to check and one of them catches people out more than any other.

👇 Watch below. Then tell us how many pensions you have?

Give us a call if you would like us to check your situation.

Nobody writes on your 50th birthday card..." You may only have 30 summers left, if you are lucky!"They may write other c...
26/05/2026

Nobody writes on your 50th birthday card...

" You may only have 30 summers left, if you are lucky!"

They may write other cheeky comments like "Over the hill", " When do you collect your zimmer?" and while in jest, the reality of staying fit and healthy going forward depends on your lifestyle.

Think back 30 years to your 20s, who were you with?, what were you doing? That time has gone by in a flash ⚡ and that same time is potentially all you have left. This is not meant to worry you but spur you into action.

Financial Planners are not just here to point out awkward facts that many don't want to face, we are here to make sure you optimise those remaining years, do everything you want and take away the stress relating to your finances so you can enjoy them fully.

Read more in our article in the comments 👇

Why Turning 50 is Your Financial Wake Up Call - Wellington Wealth - Need a Plan? Call us on 0141 221 3222

It’s getting hot in here! Do you know your investment risk tolerance? Surprisingly many people do not, until they are te...
21/05/2026

It’s getting hot in here!

Do you know your investment risk tolerance?

Surprisingly many people do not, until they are tested. We have written a piece this week that puts it in a way we think everyone will understand: chillies. From the humble bell pepper to the terrifying Carolina Reaper, read article in comments on how to find out where your appetite for risk really sits, and how to make it work for you. 👇🏼

Please note your liking for chilli does not dictate your investment risk please treat separately!!

Every investment carries an element of risk, investments can go down as well as up and you may not get back what you originally invested.

Financial Planning is Planning for Life.The question is not whether financial planning is relevant to you, but how much ...
19/05/2026

Financial Planning is Planning for Life.

The question is not whether financial planning is relevant to you, but how much longer you want to wait before experiencing the benefits it offers!

Financial Planning Is Planning for Life - Wellington Wealth - Need a Plan? Call us on 0141 221 3222

Some buildings just stop you in your tracks.The Glasgow Stock Exchange on Buchanan Street, built in 1877 looks absolutel...
30/04/2026

Some buildings just stop you in your tracks.

The Glasgow Stock Exchange on Buchanan Street, built in 1877 looks absolutely magnificent in the sunshine today.

It was once the engine room of Scottish commerce. Regional stock exchanges struggled to compete with London’s dominance. So in 1971 it merged with Edinburgh, Aberdeen and Dundee to form the Stock Exchange of Great Britain & Ireland, which all eventually became part of the London Stock Exchange.

Glasgow hosts so may beautiful buildings.

What's your favourite building in Glasgow? Drop it below 👇

This article is for anyone whose salary says success, 🤑  but whose bank account tells a different story. 🥴 Earning £100,...
29/04/2026

This article is for anyone whose salary says success, 🤑 but whose bank account tells a different story. 🥴

Earning £100,000 and still checking your bank before you buy something?

You are not alone. You are also not unusual.

Lifestyle inflation, your current tax rates for high earners, no emergency fund, no investment habit.

This is the financial reality for a surprising number of high earners across the UK.

Read our article link in the comments to find out more 👇

10/04/2026

Financial Choices - Have you made brilliant or terrible financial decisions?

We are curious about the money choices that shaped your life.

Not the textbook stuff. The real decisions the ones that kept you up at night or the ones you barely thought about that changed everything.

Tell us in the comments:
✅ What’s ONE financial decision you’re proud of?
✴️ And if you could sit down with your 25-year-old self, what’s the ONE money lesson you’d share?

Drop your answers below. Someone younger than you needs to hear it!

Choosing is hard. Making financial decisions are hard. Be reassured you don’t need to do it alone.

If you want to know what I wish someone had told me about money when I was younger.

Follow the link in the comments below 👇



All investments carry an element of risk, they can go down as well as up and you may get back less than invested.
Captions are auto generated

10/04/2026

Financial Choices - Have you made brilliant or terrible financial decisions?

We are curious about the money choices that shaped your life.

Not the textbook stuff. The real decisions the ones that kept you up at night or the ones you barely thought about that changed everything.

Tell us in the comments:
✅ What's ONE financial decision you're proud of?
✴️ And if you could sit down with your 25-year-old self, what's the ONE money lesson you'd share?

Drop your answers below. Someone younger than you needs to hear it!

Choosing is hard. Making financial decisions are hard. Be reassured you don't need to do it alone.

If you want to know what I wish someone had told me about money when I was younger.

Follow the link in the comments below 👇


All investments carry an element of risk, they can go down as well as up and you may get back less than invested.
Captions are auto generated

Address

5th Floor, Gordon Chambers, 90 Mitchell Street
Glasgow
G13NQ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441412213222

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