About

Wealthway Limited was established in 2000 with the aim of providing a top tier service proposition to clients in Aberdeenshire and more widely across the UK.

We have decades of experience in providing advice across a wide range of services, focusing particularly on investment planning, pensions, ISAs and unit trusts. We are a client-centric firm that puts client satisfaction and positive outcomes at the heart of everything we do.

As a firm, we are committed to client education and ensuring that the individuals we advise understand not only what we are doing with their money, but why. Through our ongoing educational programme, we endeavour to teach our clients as much as possible about their portfolio, giving them the confidence to make important financial decisions from a place of knowledge and providing clarity on their financial options.

As a fully independent wealth planning firm, we are proud to say that we have complete freedom to search the whole of the market for financial products that will be the most suited to your circumstance. We are not limited to any particular product or provider, and serve nobody else’s interests but yours.

We strive to develop amicable, long-term relationships with our clients that promote confidence and trust. We want our clients to feel they can contact us about any matter, at any time. We even run a client advisory council, meeting with six of our valued clients on a biannual basis to discuss what we are doing well, what we can improve on and our value for money in our clients’ eyes.