Helping solve your money challenges. Helping build your financial future.

Independent, Chartered Financial Planners working with clients in Paisley, Clarkston, Glasgow and beyond.

About us

We are a Chartered firm who cares deeply about our clients and the quality of service we deliver. We don’t jump straight into the products; we take the time to build a clear plan first and really understand you.

Get to know us

Why choose a Chartered firm?

We’re recognised as one of the UK's leading firms of financial planners. Being Chartered is the “gold standard” of financial planning. We’re incredibly proud of our status and the way we make a difference to our clients’ lives.

Who we help

We specialise in financial planning for four particular groups of clients. Find out more about how we can help you.

Planning for retirement

We create a plan and help you head into retirement with confidence

Learn more
In retirement

Turn to our team for advice you can trust so you will enjoy life to the fullest

Learn more
Business owners

Lean on us as you navigate your way through life as a business owner.

Learn more

Our experts manage your portfolios and educate you along the way

Learn more

Meet our clients

See what people in your shoes say about us and how our work makes a difference. This is why we do what we do.

Meet us

Our passion stems from our people. Everyone in our team adds value and provides high levels of service to everything we do.

Robert Allan

Managing Director & Chartered Financial Planner
Meet Robert

Siobhan Mullaney

Chartered Financial Planner
Meet Siobhan

Hollie Masson

Chartered Financial Planner
Meet Hollie

Graeme Cowan

Meet Graeme

Lisa Johnstone

Office Manager
Meet Lisa

Marc Treanor

Financial Planner
Meet Marc

Your journey

What we do is straightforward. We follow a four-step process that will allow you to enjoy the best things in life with a clear mind.

Stage 1
gather information

We start by bringing together all the necessary information about you. We’ll analyse the details concerning your current financial position and gain a better understanding of your life.

Stage 2

At the next stage, we’ll assess your future plans and needs so you get the most out of life. Our top priority is to ensure you and your family are protected and feel in control of your future.

Stage 3

Once your needs are established, we provide recommendations along with justification for the reasoning. We make it easy to understand by presenting it through a clear report.

Stage 4

We’re here with you for the long term. Our advisers review your financial plan regularly to ensure it's on track and you’re on course to achieve your financial goals.

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    67 Causeyside Street, Paisley, PA1 1YT

    20 Busby Road, Clarkston, G76 7XH

    The Independent Financial Advice Centre (Glasgow) Ltd is authorised and regulated by the Financial Conduct Authority (FCA Number: 604988) Company number SC317059 registered in Scotland.

    If you have a complaint or dispute with us, you are entitled to make a complaint.  If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’).  Please see the following link for further details:

    Please note the value of your investment can go down as well as up and historic performance is not a guide to future performance.