• Our Purpose

    At Forty Two we are PASSIONATE about helping people achieve the life they really want to live; for themselves AND their families.

  • Our People

    Who are Forty Two and what kinds of clients do we work with? We are a small team of dedicated, approachable and enthusiastic experts.

  • The Process

    It's nice to dream but we need to take ACTION if we are going to turn dreams into reality.

Welcome to Forty Two Financial Planning

Forty Two is a leading financial planning and wealth management firm based in Glasgow.

We deliver a highly personalised financial planning and strategic investment service to clients across Scotland.

At Forty Two we believe financial planning should be engaging, inspiring, motivational, enjoyable and interactive.

We specialise in helping people make the right decisions around their retirement planning. Whether you need help structuring your financial affairs in the lead up to retiring or ensuring that your investments are carefully managed to provide peace of mind through a long and happy period of retirement, we can help you make the most of your financial planning.

For some clients we help plan their dream life; for others we help them achieve the peace of mind to know that they will always remain financially secure.

Learn about our philosophy, our beliefs and the reason behind the name, Forty Two – Our Core Values

I would recommend Alan because he took the time to understand exactly what my “life plan” was and then tailored a financial package which met my needs. I now only require an annual review when together we can tweak the package and I can get on with my life.

What's important about money to you?

The answer to this apparently simple question should guide all of your financial decisions.