Gill Financial
GF
Financial Advisors
Gill Financial
36 Baltic St, Montrose DD10 8EX
# Gill Financial
Gill Financial is an Independent Financial Adviser firm based in Montrose, Angus, serving the residents of Angus and surrounding Scottish areas for over 20 years. The firm specialises in providing tailored, holistic financial planning services that address the complete spectrum of clients' financial needs.
The business serves individuals seeking comprehensive financial guidance across multiple life stages and financial circumstances. Their client base ranges from those requiring mortgage advice for property purchases to individuals planning for retirement or seeking to protect their assets and loved ones through appropriate insurance solutions.
What distinguishes Gill Financial is their commitment to personalised service backed by measurable client satisfaction: 94% of clients would recommend them, whilst 72% of customer reviews are five-star ratings. Notably, 52% of new clients arrive through referrals, indicating strong word-of-mouth reputation within their community.
The firm operates through two primary digital platforms—CashCalc for financial planning and Smartr 365 for mortgages and protection—enabling clients to complete applications online within five minutes. Clients retain ongoing access to secure portals for managing their information, communicating with advisers through encrypted messaging, and updating details as circumstances change.
Rather than pushing generic products, Gill Financial emphasises listening to individual circumstances and structuring advice accordingly. Their FCA-regulated approach ensures professional standards whilst their long tenure in the local market provides deep understanding of regional financial dynamics and client needs.
Gill Financial is an Independent Financial Adviser firm based in Montrose, Angus, serving the residents of Angus and surrounding Scottish areas for over 20 years. The firm specialises in providing tailored, holistic financial planning services that address the complete spectrum of clients' financial needs.
The business serves individuals seeking comprehensive financial guidance across multiple life stages and financial circumstances. Their client base ranges from those requiring mortgage advice for property purchases to individuals planning for retirement or seeking to protect their assets and loved ones through appropriate insurance solutions.
What distinguishes Gill Financial is their commitment to personalised service backed by measurable client satisfaction: 94% of clients would recommend them, whilst 72% of customer reviews are five-star ratings. Notably, 52% of new clients arrive through referrals, indicating strong word-of-mouth reputation within their community.
The firm operates through two primary digital platforms—CashCalc for financial planning and Smartr 365 for mortgages and protection—enabling clients to complete applications online within five minutes. Clients retain ongoing access to secure portals for managing their information, communicating with advisers through encrypted messaging, and updating details as circumstances change.
Rather than pushing generic products, Gill Financial emphasises listening to individual circumstances and structuring advice accordingly. Their FCA-regulated approach ensures professional standards whilst their long tenure in the local market provides deep understanding of regional financial dynamics and client needs.
Services offered
Pension adviceInvestment planningMortgage servicesProtection and insuranceFinancial planningAsset protectionRetirement planningSavings and investment guidance