Leven Wealth Management
LW
Financial Advisors
Leven Wealth Management
Herbert House, Glasgow G20 6NB
# Leven Wealth Management
Leven Wealth Management Limited is an independent financial advisory firm based in Glasgow, founded in 2017 by Craig Ferguson and directly authorised by the Financial Conduct Authority. The firm specialises in comprehensive financial planning for a diverse clientele, including individuals, businesses, charities and trusts.
The business takes a holistic approach to wealth management, guiding clients through understanding, developing, protecting, planning and reviewing their financial positions. Rather than employing a one-size-fits-all methodology, Leven Wealth prioritises building relationships grounded in integrity, knowledge, competence and trust—fundamental principles that underpin all client interactions.
Craig Ferguson brings over two decades of experience to the firm, having worked as a financial adviser since 2000. His credentials include membership of the Chartered Insurance Institute alongside advanced qualifications in taxation and trusts, positioning him to handle complex financial matters across multiple domains. His honours degree in Marketing with French further demonstrates analytical capability and international awareness.
What distinguishes Leven Wealth is the combination of genuine independence, specialist expertise in taxation and trusts, and a commitment to accessible financial guidance. The firm operates with a reasonable charging structure, avoiding unnecessary complexity whilst maintaining professional standards. This approach appeals to clients seeking trustworthy, knowledgeable advisers who take time to understand individual circumstances rather than pushing generic solutions.
Leven Wealth Management Limited is an independent financial advisory firm based in Glasgow, founded in 2017 by Craig Ferguson and directly authorised by the Financial Conduct Authority. The firm specialises in comprehensive financial planning for a diverse clientele, including individuals, businesses, charities and trusts.
The business takes a holistic approach to wealth management, guiding clients through understanding, developing, protecting, planning and reviewing their financial positions. Rather than employing a one-size-fits-all methodology, Leven Wealth prioritises building relationships grounded in integrity, knowledge, competence and trust—fundamental principles that underpin all client interactions.
Craig Ferguson brings over two decades of experience to the firm, having worked as a financial adviser since 2000. His credentials include membership of the Chartered Insurance Institute alongside advanced qualifications in taxation and trusts, positioning him to handle complex financial matters across multiple domains. His honours degree in Marketing with French further demonstrates analytical capability and international awareness.
What distinguishes Leven Wealth is the combination of genuine independence, specialist expertise in taxation and trusts, and a commitment to accessible financial guidance. The firm operates with a reasonable charging structure, avoiding unnecessary complexity whilst maintaining professional standards. This approach appeals to clients seeking trustworthy, knowledgeable advisers who take time to understand individual circumstances rather than pushing generic solutions.
Services offered
Financial planningWealth managementRetirement planningTax planningTrust administrationInvestment managementInsurance adviceCharity financial guidance