0141 332 4181

Savings & Investments

Practical advice for a financially secure future

The following guidance and advice is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

What are investments?

Investments are designed to be held for a longer term, usually at least five years. It is important to be comfortable with committing your funds for a period of time, in addition to having accessible savings alongside any investments.  

Investment services in Glasgow City Centre

The advisers at M B Financial Planning can help with several investment options, including:

    Structured Deposits
    General Investment Accounts
    Investment Bonds – Onshore and Offshore
    Discretionary Fund Management Portfolios (DFMs)

We offer our savings & investment service to clients in Dunbartonshire, Glasgow, Edinburgh and further afield. To find out if we can assist you, contact us today.


Unsure of your options?

Savings & Investments Advice across the Central Belt of Scotland

You speak directly to Ross or Stewart, not an anonymous individual who barely knows you. This is a huge plus for me as is their knowledge of the increasingly complex world of investments. I would be lost without them.

KH, Glasgow

Are bank deposits different to investments?

When planning your finances, it is important to distinguish between bank deposits and investments. 
Bank deposits are generally savings that can be accessed relatively quickly. These are often for a specific need or purchase, such as a holiday, new car or cash set aside to meet any unexpected emergency over the next few years e.g. home maintenance.
At M B Financial Planning, we are here to ensure you can achieve both your short- and long-term financial goals. 

Call our Financial Advisers in Glasgow today

For more information, speak with a member of our team by calling 0141 332 4181 or via the online contact form below.

Meet the Directors

  • Andrew Shimmer photo

    Stewart McNeill


  • Ann Maisner photo

    Ross Bottomley


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