Expert financial planning and wealth management for Glasgow’s Southside and beyond. Wyllie Wealth Management supports individuals, business owners and families across Eaglesham, Newton Mearns, Giffnock, Glasgow Southside, Scotland and the wider UK.

Whilst we help many clients at many different stages of their life, we specialise in helping clients with complex financial needs individually or in business. We help to create long‑term, tax‑efficient financial plans that simplify complexity and protect your future.

Many of our clients reach a stage where their wealth becomes harder to manage without structured advice. A business sale, a growing investment portfolio, rising property values, pension management, or planning for children and grandchildren — each decision carries greater financial impact.

We help you navigate these moments with clarity and confidence.

Our expertise includes:

• Comprehensive wealth management for families
• Retirement planning and long‑term cashflow modelling
• Investment management aligned with your goals and risk profile
• Inheritance tax planning and intergenerational wealth transfer
• Business owner financial planning, including exit strategies*
• Tax‑efficient structuring of pensions, investments and assets
• Protection planning to safeguard your family’s future

Clients choose us because they want a local, trusted adviser from Glasgow’s Southside who understands the priorities, financial challenges and opportunities of families in Newton Mearns, Eaglesham and Giffnock, to the ambitions of business owners across Glasgow, Edinburgh and Scotland.

We provide proactive, personalised advice, ensuring your wealth is organised, protected and working hard for you — today and for generations to come.

Your wealth. Your family. Your future — planned with purpose.

We are here to positively change lives. It’s that simple.

*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.