Financial Advisor In Glasgow
Welcome to MoneyRight – Your Partner in Financial Success!
At MoneyRight, we understand that your financial journey is as unique as you are. That’s why we’re here to guide you through every twist and turn, helping you achieve your financial goals with confidence and clarity. As a leading financial planning firm in Glasgow, we take pride in offering personalised solutions that put your needs first, and our fees second.
Financial Advisor Glasgow
Your partner for financial success!
If you are looking for a financial advisor in Glasgow, look no further than Money Right. We have years of experience generating excellent returns for our clients across Scotland and the U.K.
Your transparent, fixed-fee financial advisor in Glasgow
Discover a world of financial possibilities with MoneyRight, your trusted financial planning firm based in Glasgow. We are committed to guiding you towards a secure and prosperous future through tailored solutions and expert advice.
MoneyRight is regulated by the Financial Conduct Authority (FCA), ensuring that our financial services meet the highest industry standards and adhere to the strict regulatory guidelines set forth by the FCA. Your financial well-being is our top priority, and our commitment to compliance and ethical practices provides you with the peace of mind that your financial journey is in trustworthy hands.
What We Do
What We Do
Protection By Moneyright
Mortgages By Moneyright
Elite Athletes
Financial Coaching
Corporate Clients
Financial Planning
Why Choose Us?
As your trusted Financial Planner in Glasgow, MoneyRight offers a simple client journey and a transparent fee structure.
Our Story
Our Process
Our Fees
Testimonials
Our simple five-step process
Welcome to Moneyright, your partner in financial planning based in Glasgow. At Moneyright, we understand that navigating your financial future can be daunting. That’s why we’ve streamlined our approach into a simple five-step process designed to empower you to make informed decisions about your finances with confidence and clarity. With our expertise and your goals in mind, we’ll guide you through each step seamlessly, ensuring that your journey towards financial security is both straightforward and effective. Let’s embark on this journey together, because with Moneyright, your financial well-being is our priority.
Our fixed fee packages
We pride ourselves on our transparent, no-nonsense fee structure.
*This chart makes the assumption that you start off with £100,000 invested in the S&P500 which grows on average by 9.26% pa. The chart compares the fees you would pay MoneyRight (£1,000) compared to a standard Financial Advisor’s rate of 0.8%. As you can see, you will make considerable savings by using MoneyRight’s fixed rate.
See how our fees compare
At MoneyRight Financial Planning, transparency and fairness are at the forefront of everything we do, including our fee structure. Unlike many traditional financial advisors who charge fees based on a percentage of your assets under management, we offer a fixed fee model that ensures clarity and predictability for our clients.
With our fixed fee approach, you can rest assured knowing exactly what you’ll pay for our services, regardless of the size of your portfolio. This stands in stark contrast to the average financial advisor, whose fees often fluctuate with market performance and the value of your investments.
Services | Fee |
|---|---|
MoneyRight Review (no advice or recommendations) | £300 |
MoneyRight Financial Planning (Advice &
Recommendation) | £749 |
Implementation of Recommended Solutions | £250 |
Mortgage Advice | No Fee
|
Insurance | £250 (offset by commission) |
Ongoing Packages | MoneyRight Digital Initial Investment: £999 | MoneyRight Pro Initial Investment: £900 | MoneyRight Premium Initial Investment: £900 |
|---|---|---|---|
COST PER ANNUM | £750 | £1,500 | £2,500 |
Annual Valuation Report | Online Upload | Online & Hardcopy | Online & Hardcopy |
Annual Review Meeting | Annual Online Meeting | 2 Per Year (1 online) | Unlimited |
Online Platform | |||
Fund Monitoring | |||
Newsletter | |||
Risk Tolerance Review | |||
Protection Review | |||
Mortgage Review | |||
Cash Flow Analysis | £250 | ||
New Money Investment Fee | £749 + Implementation | £500 + Implementation | |
New Drawdown Advice Fees | £749 + Implementation | £500 + Implementation |