Wellington Wealth is a boutique family business located in the heart of Glasgow. The firm’s main aim is to spread joy and run a business that people want to work with.

Wellington Wealth loves making a difference to clients’ lives, although its focus was on health rather than wealth in the early days of lockdown.

The firm talks a language clients understand and explaining things clearly makes a difference to client engagement, ensuring a steady flow of business through client referrals. Every client is unique, and a hand-crafted solution is tailored to their needs.

Wellington Wealth celebrated its fifth birthday at the start of April, although the party is on hold, it does intend marking this occasion with the many people who have helped it on its journey. It is at an extremely exciting crossroads for the business and a year in lockdown has seen some substantial change and disruption that it believes will benefit the firm in the long run.