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Helping our clients achieve their financial goals since 2015

What our clients say

'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

DL, Glasgow (February 2023)

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. They are passionate about what they do and I find their honest and straightforward approach very reassuring.
M B Financial Planning treat me as a valued individual and very patiently explain things in detail. In these uncertain times I have a clear idea of my financial future. Although they are based in Glasgow and I live on the East Coast, I have always had the satisfaction of receiving immediate attention and thoroughly recommend M B Financial Planning to all who are looking for help, advice, and real understanding of their financial needs.

PCB, Dunbar (April 2021)

M B Financial Planning have provided us with a range of services and advice on retirement funding/ investments. Stewart's expertise made it easy for us to visualise & assess our financial options. He has continued to monitor our investments, making sure the plans are working as best as possible for us, advising on any advantageous or necessary changes from which we would benefit.
M B Financial Planning have provided us with an excellent level of service to the highest professional standards and have proved to be excellent value for money. I would have no hesitation in recommending them to others.

LC, Glasgow (April 2021)

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. This has enabled us to make our financial decisions and future plans with confidence. Stewart has a very down to earth manner, we trust him implicitly for the provision of financial guidance.

DF & BF, Glasgow (April 2021)

My family have worked with Ross as our financial planner for many years. In an age where it is increasingly difficult to receive individual attention, M B Financial Planning are refreshingly personalised in their approach.
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 and ever-changing world of pensions and investments. I would be lost without them.

KH, Glasgow (March 2021)

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