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Cedarwood wealth management

About Us

Get In Touch

Who We Are

Cedarwood wealth
management

Meet Our Team

Cedarwood Wealth Management are only too happy to discuss and assist you in all areas of financial planning. Become part of our growing family of satisfied clients.

Any member of our intimate team of advisors will be happy to arrange an informal chat with you either at out Glasgow city centre offices or at your home or place of business.

Goal Setting

We strongly believe that it is our clients themselves who must set their goals. It is our responsibility to provide a process that will assist you to define, quantify and prioritise these goals.

Strategy Development

We carry out in-depth research into your areas of interest, formulate a strategic financial plan for you and then put those plans into action.

Strategy Recommendation

Our expert insight will help you to develop a stronger understanding of your finances, and we work with you to make informed decisions with a goal of achieving & maintaining financial security for you and your family.

Implementation

Our expert team are on hand to help you to prepare your financial planning goals. We work with you to assess your financial goals, and put clearly defined goals and strategies in place to help you achieve this.

About Us

Our Ongoing Partnership

At Cedarwood Wealth Management we believe that at the heart of a planning strategy lies a commitment from ourselves and our clients.

That commitment requires a disciplined and structured ongoing planning process that should circumstances change, will allow for an easy update, to make best use of any current financial legislation and climate.

Our plans are flexible and allow for changes in your circumstances.

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About Us

Our Philosophy

All our advice and recommendations will be given in order to meet your needs, personal circumstances and affordability.

Any information you provide to us will be treated in the strictest confidence.

Advice and recommendations will only be made after you have provided us with the authority and relevant information to act on your behalf.

There will be no hidden charges. Furthermore no charges will be made without your prior consent.

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Iain Mackay has supported me over a number of years leading to my retirement this year. I have found his advice and help to be invaluable both in terms of investment decisions and guiding me the complexities of pension rules and regulations.

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Arthur, Thurso

We found Douglas to be very professional and knowledgeable. The advice he gave us was clear and easy to understand. He took time to find out our financial goals and the amount of risk we are willing to take, when investing money. Douglas was approachable, he made us feel at ease and he was happy to answer any of our questions. As were the whole team at Cedarwood.

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Mr & Mrs Singleton, Ayrshire

We have been very happy with the service we have received from Cedarwood Wealth Management Ltd. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have. “First class service”

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Tom & Anna, Renfrewshire

I have been a client of Paul Burns’ for a few years now, having had Paul recommended to me by a friend. From the outset Paul and the team at Cedarwood Wealth Management Ltd have been very responsive, extremely professional and kept me updated at all times. When things need to happen quickly they invariably do and in a very efficient manner. I have in turn recommended Paul and Cedarwood to friends and contacts who have similarly been impressed.

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Angela, Dumbarton

As I approached retirement, I realised the need for professional advice to understand whether my plans were sound and sustainable. I was fortunate to meet Paul Burns at Cedarwood Wealth Management Ltd and the outcome from this put my plans into perspective, helped formulate a strategy which I now have in place. The Cedarwood Wealth Management Ltd team’s clear appreciation of my plans and helping me to refine and guiding implementation of these have proved to be of great value and given me that reassurance that we all seek in an uncertain future.

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Mr Henry, York

Having met Douglas some 10 years ago in his professional capacity, he has continued to be the family’s adviser. He has become a good friend in the process, and is always ready to assist.

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Mrs Galloway, Perth

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0141 354 0000

[email protected]

85 West Regent Street, Glasgow, G2 2AW

Naver Business Park, Naver Road, Thurso, KW14 7QA

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Cedarwood Wealth Management Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in Scotland. Registration number: SC468508.Registered office address: 147 Bath Street, Glasgow, G2 4SN.

Approved
by In Partnership FRN 192638 March 2025

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