Financial Planning
Since 2015 we have been providing the highest level of financial expertise and advice on retirement planning, investments, mortgages and insurances. Our Financial and Mortgage Consultants can help give you financial peace of mind and let you enjoy the life you want to live now and in the future.
Our Services
Business Protection
Company Pension Schemes
Inheritance Tax (IHT)
Investment Planning
Mortgages
Personal Protection
Personal Pension
Get in touch with us to find out
more about how we can help you.
Stuart MacKenzie M.A. (Hons), DipFA
Managing Director
DD: 0141 212 4582
Email: stuart.mackenzie@kelvinsmithfp.co.uk
Helen Fergus DipPFS
Paraplanner
DD: 0141 212 4585
Email: helen.fergus@kelvinsmithfp.co.uk
Allan Kinnaird DipFA
Independent Financial Advisor
DD: 0141 212 4592
Email: allan.kinnaird@kelvinsmithfp.co.uk
Kyla Fergus
Financial Services Administrator
DD: 0141 473 8569
Email: kyla.fergus@kelvinsmithfp.co.uk
Nicole Balmer
Financial Services Administrator
DD: 0141 212 4594
Email: nicole.balmer@kelvinsmithfp.co.uk
Jackie Fowler Chartered MCSI MLIBF
Independent Financial Advisor
DD: 0141 212 4583
Email: jackie.fowler@kelvinsmithfp.co.uk
Address:
The Sinclair Building,
18-20 Eagle Street, Glasgow, G4 9XA
Tel: 0141 473 8560
Email: advice@kelvinsmithfp.co.uk
Authorised and regulated by the Financial Conduct Authority (FCA) FRN 707389