Kelvin Smith Financial Planning Ltd is a firm of independent financial advisers based in Glasgow serving clients across Scotland and the rest of the UK.

Our highly qualified team offer top quality advice to clients from all walks of life and advise on all aspects of their financial planning needs; helping to get the best out of their assets, tax affairs and financial aspirations.

From pensions, Investment advice and inheritance planning to mortgages and life assurance, there is no sales agenda – you can expect to receive advice and build a relationship with an adviser who has the knowledge and qualifications to build you a bespoke plan centered around your life goals and objectives.

Stuart MacKenzie M.A. (Hons), DipFA
Managing Director
DD: 0141 212 4582
Email: stuart.mackenzie@kelvinsmithfp.co.uk

Helen Fergus DipPFS
Paraplanner
DD: 0141 212 4585
Email: helen.fergus@kelvinsmithfp.co.uk

Kyla Fergus
Financial Services Administrator
DD: 0141 473 8569
Email: kyla.fergus@kelvinsmithfp.co.uk

Nicole Balmer
Financial Services Administrator
DD: 0141 212 4594
Email: nicole.balmer@kelvinsmithfp.co.uk