Our Services

We work with individuals in all aspects of personal financial planning. From investments to retirement, we can help manage your wealth for the future.

Investments

Inheritance Tax

Life Insurance

Retirement

Why Choose CFG?

With combined financial services experience of over 50 years our directors have helped and supported clients with a wide range of needs and through varying investment market conditions and changes in tax and pension legislation.  We pride ourselves in explaining things to you as simply as possible with the minimum technical jargon possible because it’s important to us that our clients fully understand everything we are recommending before choosing to place their business with us.

Getting your pension, protection policy or investments set up quickly and efficiently is also a key part of our service and along with ongoing service support is dealt with by our administration department run by Kerrie McMahon who has around 10 years of experience in financial services administration.

We offer a 30 minute telephone call free of charge to you to see if we can be of assistance and if required a free draft recommendation report with no obligation to you.  Contact us today to discuss how we can help you achieve your financial goals.

Call Us

Give us a call to find out how we can tailor our services to you.

0141 226 1720
Visit Us

Make an appointment to meet with us at our Glasgow office.

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Email Us

Send us an email for a fast and efficient response from our team.

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