our financial 

Services

Gilson Gray offers a complete range of financial services throughout the UK, with offices in Edinburgh, Glasgow, Aberdeen, Dundee, Forfar, East Lothian, London and Lincoln. Our experienced financial advisers work closely with our legal and property specialists to deliver comprehensive and coordinated solutions tailored to your needs—wherever you are in the country.

We provide dependable and knowledgeable wealth management services to individuals, trusts, and businesses across the UK. Our expertise spans investment, pension, protection (insurance), and tax planning. Contact us today or visit one of our offices to speak with one of our financial advisers.

Investment: We provide expert investment advice to both private and corporate clients. Our long-term guidance helps you grow and safeguard your wealth.

Pension: Our financial advisers help you plan effectively for retirement, aligning your pension strategy with personal goals and evolving legislation. We advise clients on the best strategy to access pension income in a sustainable manner

Protection (Insurance): We offer tailored protection solutions, including life insurance, critical illness cover, and income protection, to help secure your financial future. We offer a range of solutions for businesses and business owners to provide comfort and reassurances to loved ones and business partners

Tax Planning: Our team provides tax-efficient strategies to maximise reliefs and allowances, we provide solutions for inheritance tax planning and allow families to protect their legacy for future generations

Fit for Life: Book a free 30-minute consultation with a financial adviser to review your financial position. We help you plan across areas such as investment, pension, succession, trusts, estate planning, wills, and power of attorney.

Nationwide Financial Planning – From London to Edinburgh and Beyond

We support clients across England, Scotland, and the wider UK, helping them grow and protect their financial assets. Here’s how our nationwide financial planning service can help you:

• Personalised Portfolios: Our advisers tailor investment strategies to your goals, timeframe, and risk appetite, with regular reviews to keep your plan on track.
• Integrated Planning: We take a holistic approach, combining advice on pensions and insurance to optimise your entire financial outlook.
• Trusted Expertise: Our team includes chartered planners and regional specialists, offering strong local knowledge backed by national capability.
• Constant Oversight: With regular reporting and strategic reviews, we keep you informed while focusing on sustainable, long-term results.

Retirement Planning Made Simple

Our UK-wide retirement planning services provide clear, practical advice so you can make informed decisions for the future. Gilson Gray’s advisers help you:

• Pension Reviews: We evaluate your workplace, private, and state pensions, and provide clear projections to help you plan confidently.
• Flexible Drawdown Advice: We explain your pension access options, ensuring you make tax-efficient choices suited to your lifestyle.
• Legal and Property Support: Through integrated services, we align financial advice with legal and property decisions—whether you’re downsizing or managing care funding.
• Ongoing Guidance: Our advisers keep your retirement plan updated as laws or personal circumstances change.
• Cashflow modelling: our advisers are able to provide accurate and detailed cashflow models for clients to provide comfort on investment and income strategies

Gilson Gray combines legal, financial, and property expertise under one roof, offering trusted financial advice across the whole of the UK. Whether you’re planning for retirement, protecting your income, growing your wealth, or managing tax efficiently, our expert advisers are here to help.

With national reach and local presence, we’re ready to support you with strategic financial planning designed for long-term success. 

Contact us today to book your free consultation.