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

Claire Cook

Paraplanner

Claire has worked in financial services for over 17 years. She originally started out in a life assurance company before moving into an administrator role with an IFA company in 2012.
Now working as a Paraplanner, Claire's day-to-day role includes analysing client portfolios, assisting in the creation of suitability letters for clients, and general administration work.
After completing the Diploma in Regulated Financial Planning, Claire is looking to broaden her knowledge and is working towards the Advanced Diploma.
When not working, Claire loves spending time with her family, walking the dog and going on holiday. 

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