Gillespie Financial

At Gillespie Financial Limited, we pride ourselves on building long-term relationships with our clients, providing a wide range of services to help them achieve their financial goals. Whether you're looking to build, grow, protect, or preserve your wealth, our team of experienced financial advisers are dedicated to providing high-quality advice and tailored solutions to meet your unique needs.

Our Services

We provide a comprehensive range of services to both private and corporate clients. For private clients, we offer investment and retirement planning, protection and insurance, trust and estate planning, and wealth management advice. For corporate clients, we provide corporate pensions and employee benefits, shareholder protection and key person cover, business protection, and wealth management advice to senior executives. We also offer introductions to other professional organisations, such as insurance brokers, accountants, and banks.

How We Work

We don't believe in providing 'off the shelf' solutions. Instead, we put our clients at the heart of everything we do, taking the time to understand their individual needs and goals. Our team of experienced financial advisers will work closely with you to create a personalized financial plan, guiding you through every step of the way and helping you make informed decisions about your financial future.

About St. James's Place

As an Appointed Representative of St. James's Place Wealth Management plc, we are part of one of the UK's largest financial advice companies. Founded in 1991, St. James's Place is trusted by nearly 1,000,000 clients to look after over 168bn of their money. As part of the St. James's Place network of financial advisers, we have access to a wide range of support and resources, enabling us to provide our clients with the highest level of service and expertise.

The Benefits of Working with Us

By working with us, you can benefit from our undivided attention, as we focus on providing personalized financial advice and guidance. We don't have to worry about managing products or reviewing fund managers, as St. James's Place handle all of that. This allows us to dedicate our time to creating a financial plan that's right for you and your family, helping you stick to it, and guiding you through life's inevitable ups and downs.