0141 332 4181

Client Portal
Speak with us


0141 332 4181

Client Portal
Speak with us


Trusted financial advisers

Here to help you plan for the future

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Welcome to M B Financial Planning

Financial Advice for Individuals and Businesses across Scotland

Established in 2015, M B Financial Planning provides a comprehensive financial service to clients based in Glasgow, City of Edinburgh, East and West Lothian, Dunbartonshire and further afield.

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Our services

If you are looking for assistance with your financial planning, we may be able to help with the following:

Pensions

Estate Planning

Corporate Advice

Savings & Investments

Protection

Long Term Care

To discuss your finances, contact us today

Who we are

Whether you are looking to buy your first home or thinking about retirement, the team at M B Financial Planning will look closely at your financial objectives and work tirelessly to get the optimal outcome for you.
Simple planning can go a long way, and we strive to do everything we can so you feel financially protected. With a modern and forward-thinking approach, we can explain everything in a jargon-free manner, ensuring that you get the most out of your time with us.

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Testimonials

Our long-lasting clients is a testament to our commitment and care.

'Ross has worked with my company and my family for over 20 years. He patiently explains all the jargon to ensure we fully understand everything. Ross will show you a plan and as plans evolve, Ross will explain the impact. Great service, clear pricing and clear explanations. I have no hesitation in recommending MB Financial Planning.'

February, 2023

DL

Glasgow

'For over 20 years, Ross has successfully guided me through the complexity of planning my retirement, sorting out my pension and simplifying my investments. I have the utmost confidence in Ross and his very professional team.'

April, 2021

PCB

Dunbar

'Stewart's expertise made it easy for us to visualise & assess our options. He has continued to monitor our investments, making sure the plans are working for us, advising on any advantageous changes from which we would benefit.'

April, 2021

LC

Glasgow

'For over 20 years, Stewart has provided invaluable advice and is extremely knowledgeable about his products and services. All of this expert advice is delivered in an uncomplicated and comprehensive manner.'

April, 2021

DF & BF

Glasgow

‘You speak directly to Ross or Stewart, not an anonymous individual. This is a huge plus as is their knowledge of the complex and ever-changing world of pensions and investments. I would be lost without them.’

March, 2021

KH

Glasgow

Meet the Directors

  • Andrew Shimmer photo

    Stewart McNeill

    Director

  • Ann Maisner photo

    Ross Bottomley

    Director

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All of the photographs featured across the website have been taken by friends, family and loved ones throughout Scotland.

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M B Financial Planning is a trade name of M B Financial Planning Limited.
M B Financial Planning Limited is registered in Scotland no. SC517602. Registered office, Bradbury House, 10 High Craighall Road, Glasgow G4 9UD.
Authorised and regulated by the Financial Conduct Authority. M B Financial Planning Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 915191. If you wish to register a complaint, please write to us at the address above or email us at ku.oc.pfbm%40ofni
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
Privacy Policy


All of the photographs featured across the website have been taken by friends, family and loved ones throughout Scotland.

Connect with us

M B Financial Planning is a trade name of M B Financial Planning Limited.
M B Financial Planning Limited is registered in Scotland no. SC517602. Registered office, Bradbury House, 10 High Craighall Road, Glasgow G4 9UD.
Authorised and regulated by the Financial Conduct Authority. M B Financial Planning Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 915191. If you wish to register a complaint, please write to us at the address above or email us at ku.oc.pfbm%40ofni
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
Privacy Policy