Our Services.
We offer a full range of financial and protection services. See below for some of our most popular.
Welcome to St Clair Financial Planning Ltd.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 0141 237 8140 or email us at enquiries@stclairfp.co.uk and we'll be pleased to help you.
Here's how we formulate the plan towards Your Goals.
Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.
Our Main Services.
See What Our Clients Have To Say About Us.
I can’t say enough for the service that Robert and the team at St Clair Financial Planning provided us with. Not only did they provide me with a very fast response and excellent market rates when getting a mortgage, they also provided an excellent service once again when it came to transferring the mortgage across when we wanted to move house. In the past we have gone directly to the big banks for our mortgages, but as a broker Robert has contacts and can pull strings that others can’t. We would definitely use and recommend St Clair Financial Planning again without hesitation.
Thanks again!
I have worked with St Clair on numerous occasions over the last 8 years, most recently in June 2024. I have always found them to be very responsive, even out of hours on occasion, and very professional. They make any engagement easy for me and their new client portal made it even easier. I wouldn’t use any other company going forward.
We’ve had a great experience with Robert and the team at St Clair financial planning – everything was done quickly, efficiently and with great communication, and I knew Robert was there to provide expert help when difficulties arose. Overall it felt like we were in very good hands – sorting the mortgage was one less worry amongst all of the things we had to sort about when moving house!
I first used Robert over 8yrs ago and he has looked after out mortgage arrangements ever since. He takes the pain out of form filling and is fair and very straightforward to deal with and has been brilliant at understanding complex income streams so they can be combined to meet the needs of the lender. Theres not many mortgage advisors you get emails from at 5.30am or 11pm!
I was referred to St Clair Financial Planning through UBT and other members of the community, and the experience has been excellent. From the very start, Robert knew the kind of deal I was after and he provided excellent advice each step of the way, clearly explaining everything I had questions on. The deal I ended up with exceeded expectations and was under budget. The fees represented excellent value for money. I would highly recommend!
Stock Data.
| VALUE | MOVE | % | |
|---|---|---|---|
| FTSE 100 | 8634.8 |
51.990234 
|
0.6057484
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| FTSE ALL-SHARE | 4651.47 |
27.850098
|
0.602344
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| FTSE MID 250 | 19590.86 |
115.37891
|
0.5924316
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| FTSE 350 | 4703.28 |
28.25 |
0.6042742
|
| Dow Jones | 41989.96 |
-11.800781  |
-0.02809592
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| S&P 500 | 5633.07 |
21.219727 |
0.37812355
|
