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 * Home
 * The Company
 * Investments
   * Lump sums
   * Regular Savings
   * Investment Portfolios
   * Investment Research & Analysis
   * Risk Assessment
   * Risk Management
   * Investment Monitoring
 * Inheritance Tax
   * Do you need a Will?
   * Family Trusts
   * Loan Trusts
   * Discounted Gift Trusts
 * Life Insurance
   * Life Cover
   * Critical Illness Cover
 * Retirement & Pensions
   * Planning for Retirement
   * Pension Flexi-access Drawdown
   * Pension Annuities
   * Pension Annuity Drawdown
   * Pension Lump Sums

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CONTACT US



OUR SERVICES

We work with individuals in all aspects of personal financial planning. From
investments to retirement, we can help manage your wealth for the future.


INVESTMENTS

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INHERITANCE TAX

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LIFE INSURANCE

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RETIREMENT

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WHY CHOOSE CFG?

With combined financial services experience of over 50 years our directors have
helped and supported clients with a wide range of needs and through varying
investment market conditions and changes in tax and pension legislation.  We
pride ourselves in explaining things to you as simply as possible with the
minimum technical jargon possible because it’s important to us that our clients
fully understand everything we are recommending before choosing to place their
business with us.

Getting your pension, protection policy or investments set up quickly and
efficiently is also a key part of our service and along with ongoing service
support is dealt with by our administration department run by Kerrie McMahon who
has around 10 years of experience in financial services administration.

We offer a 30 minute telephone call free of charge to you to see if we can be of
assistance and if required a free draft recommendation report with no obligation
to you.  Contact us today to discuss how we can help you achieve your financial
goals.


Call Us

Give us a call to find out how we can tailor our services to you.

0141 401 0430
Visit Us

Make an appointment to meet with us at our Glasgow office.

Get Directions
Email Us

Send us an email for a fast and efficient response from our team.

Email Now
About Us

We are Independent Financial Advisors based in Glasgow established in 1984 who
work with individuals and Trustees to help them achieve their financial goals
through varying investment market conditions.

We aim to explain things in plain English as it’s important to us that the
client fully understands everything before they choose to do business with us.

Contact Us
 * karen@cfgfinancialadvisors.co.uk
 * 0141 401 0430
 * 0141 847 0753
 * 27 Waterloo St., Glasgow, G2 6BZ

Members of



Website by


CFG Investment Services Ltd is registered in Scotland (SC279538) at
Cadell House, 27 Waterloo Street, Glasgow, G2 6BZ

The guidance and/or advice contained within this website is subject to the UK
regulatory regime, and is therefore targeted at consumers based in the UK.

We are authorised and regulated by the Financial Conduct Authority and are
entered on the Financial Services Register under reference 134778 through our
parent company, Currath Financial Group Ltd.

The Financial Conduct Authority does not regulate will writing and taxation and
trust advice.

toggle menu
 * Home
 * The Company
 * Investments
   * Lump sums
   * Regular Savings
   * Investment Portfolios
   * Investment Research & Analysis
   * Risk Assessment
   * Risk Management
   * Investment Monitoring
 * Inheritance Tax
   * Do you need a Will?
   * Family Trusts
   * Loan Trusts
   * Discounted Gift Trusts
 * Life Insurance
   * Life Cover
   * Critical Illness Cover
 * Retirement & Pensions
   * Planning for Retirement
   * Pension Flexi-access Drawdown
   * Pension Annuities
   * Pension Annuity Drawdown
   * Pension Lump Sums

 * 0141 226 1720
 * Send us an Email
 * Find Us

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