Who We Are

Christie Financial Planning Limited is a small independently owned Chartered Financial Planning business with offices in the city centre of Glasgow.

The Company Director, Mr Paul Christie, has been looking after the financial affairs of clients for over 25 years, providing peace of mind and a safe pair of hands, particularly during volatile investment conditions.

We offer a collaborative Client Service Proposition, thereby ensuring that each client benefits from the combined skills and experience of all Christie Financial Planning Limited’s staff.

Collectively, our staff hold:

  • A Finance and Economics degree
  • An Economics degree
  • Chartered Financial Planning Status
  • Certified Financial Planning Status
  • Chartered Accountancy Status
  • Chartered Wealth Management Status
  • Chartered Member of the Chartered Institute for Securities and Investment

These accumulated skills and qualifications are complemented by over 150 years of combined experience, working on behalf of our clients. This team approach allows clients to engage with all our staff, and be confident that when they contact the office, the person they are talking to is aware of their individual circumstances. Queries and requests can be dealt with quickly and efficiently.