0141 332 4181

Client Portal
Speak with us


0141 332 4181

Client Portal
Speak with us


About us

Our team can offer innovative solutions at all stages in life

Illustration

Catriona Robertson

Administrator

Catriona has worked in financial services for over 20 years. Her early career was spent with life assurance companies gaining experience in pensions and investments.  
She then moved into an administrator role within an IFA company in 2007 and has gained experience in all aspects of back office support required to help plan and action client objectives and recommendations.
When not working she likes to spend time with her family, walking the dog and spending quality time with friends. 

Expert financial advice in Glasgow, Scotland

Speak with us today for advice tailored to your circumstances.


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.
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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