Pat Kane Wealth Management

I help my clients realise their true financial position. I will help you to:

Understand your current financial position.

Realise your financial aims according to your own timescales. Make a financial plan with regular reviews.

Who pays for home care? Where can I get help for my elderly parents? As Carers Week begins, we answer your FAQs about finding and funding care 13/06/2022

An ageing population creates more questions for families. Who pays for home care and where can you get help?

Who pays for home care? Where can I get help for my elderly parents? As Carers Week begins, we answer your FAQs about finding and funding care Who pays for home care? Where can I get help for my elderly parents? As Carers Week begins, we answer your FAQs about finding and funding care

Pat Kane | Adviser | Wealth Personality 06/06/2022

Discovering your Wealth Personality. Try our free financial psychometric test which identifies a clientโ€™s wealth personality and ESG profile.

https://wealthpersonality.co.uk/adviser/pat-kane/

Pat Kane | Adviser | Wealth Personality Wealth Personality - Your wealth personality, analytics and report.

Dealing with financial shock โ€“ and how protection can keep your accumulation plans on track 31/05/2022

A quick 4 minute read on Dealing with financial shock โ€“ and how protection can keep your accumulation plans on track.

Dealing with financial shock โ€“ and how protection can keep your accumulation plans on track Dealing with financial shock โ€“ and how protection can keep your accumulation plans on track

Photos from Pat Kane Wealth Management's post 01/02/2022

As we approach the end of the tax year, have you used all of your available allowances?

05/11/2021

Settling in well to the new premises at Vale of Leven Golf Club.

Welcome! You are invited to join a meeting: Are you on track for your retirement?. After registering, you will receive a confirmation email about joining the meeting. 18/10/2021

Join us for our virtual event on 03 November 2021 at 1.00pm and learn how you can get help to plan for the retirement of your dreams or just understand more about your retirement options. https://sjp-co-uk.zoom.us/meeting/register/tZ0qduuqpj0qGNPFy9yVZNGdEiI_woNo4XB8

At the event you will learn about:

ยท The different pension types, drawing your tax-free lump sum, pension options available to you, and finding lost pension pots

ยท The steps you can take today to help fund the retirement lifestyle you want and deserve

ยท The differences between drawdown and annuities

ยท The tax implications of drawing your pension

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Taxation rules can change at any time and are dependent on individual circumstances.

The Partner / Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

Welcome! You are invited to join a meeting: Are you on track for your retirement?. After registering, you will receive a confirmation email about joining the meeting. โ€ข Learn about he different pension types, drawing your tax-free lump sum, and finding lost pension pots โ€ข Understand the steps you can take today to help fund the retirement lifestyle you want and deserve โ€ข Learn the differences between drawdown and annuities โ€ข Hear about the tax implication...

Want your business to be the top-listed Finance Company in Glasgow?
Click here to claim your Sponsored Listing.

Address


168 West George Street
Glasgow
G22NR

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 5pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 9am - 12pm

Other Financial Planning in Glasgow (show all)
Simple Financial Simple Financial
15 Newton Terrace
Glasgow, G37PJ

Simple Financial offers quality Independant Financial advice. Specialising in pensions, mortgages,

Just Financial Group - PB Just Financial Group - PB
200 Bath Street
Glasgow, G24HG

Just Financial Group - PB is the North West Hub of an independently owned financial advice practice.

Holyrood Asset Management Holyrood Asset Management
1 Cambuslang Court
Glasgow, G328FH

We aim to provide the highest standard of Independent Financial Advice. Our comprehensive range of services include advice on Investments, Pension Planning, Protection for your bus...

Spectrum Wealth Group Spectrum Wealth Group
Turnberry House, 175 West George Street
Glasgow, G22LB

Modern, forward thinking and pragmatic financial planners. Based in Glasgow.

Reid Financial Planning Reid Financial Planning
168 West George Street
Glasgow, G22NR

Helping clients with advice on mortgages, protection, investments and retirement planning

Maplewood Wealth Management Maplewood Wealth Management
Glasgow, G776EF

Maplewood Wealth Management is a financial planning business based in Newton Mearns.

Molly Angell - Wealth Manager Molly Angell - Wealth Manager
3/3 135 Buchanan Street, Georgetown Wealth Management (Molly)
Glasgow, G12JA

Professional, trustworthy independent financial advice based in Glasgow.

Daniel Burke Wealth Management Daniel Burke Wealth Management
168 West George Street
Glasgow, G22NR

Providing individuals, families and business owners across the UK, with solutions to accrue and protect their wealth in a way that best suits their personal needs.

Vorster Wealth Management Vorster Wealth Management
168 West George Street
Glasgow, G22NR

I provide specialised financial planning to individuals and businesses

Devon Jackson Devon Jackson
Glasgow

To the most high we give thanks and praise๏ฟฝ

Craig Malcolm Bush Financial Adviser Craig Malcolm Bush Financial Adviser
1st Floor, St. Andrewโ€™s House, 385 Hillington Road
Glasgow, G524BL

Iโ€™m an Independent Financial Adviser specialising in Pensions, Investments & Wealth Management.