Building upon its strengths as a key player in the UK financial industry and staying true to its roots as a family business with the personal touch is proving a winning combination for Paterson Financial Planning.
The dynamic Glasgow firm, which specialises in pensions and investments, has maintained steady growth – even throughout the financial crisis – because of its personal touch, according to owner Damien Paterson.
“We listen to our clients, ascertain what they are looking for and the journey they want to take, and then we devise solutions to fit,” he says.