BROWSE CERTIFIED COMPANIES
Wealth Professional
Updated September 2025.
About Wealth Professional
Company Overview
Wealth Professional are Independent Financial Planners primarily based in Scotland but have clients all over the UK. The mission of our business is to change lives by building exceptional financial plans using the latest technology. The technology employed ranges from cashflow planning to our wealth platform portal. Our vision is to grow the business, develop tomorrows advisers and deliver financial advice for generations. We have developed our own graduate trainee programme to engage talent directly from universities & colleges and develop them into professional qualified advisers. We deal with families and business alike, wherever they are on their journey.
Wealth Professional Head Office
Bathgate
Scotland, United Kingdom
Scotland, United Kingdom
Employee Demographics
Tenure
- <2 years - 29%
- 2-5 years - 43%
- 6-10 years - 14%
- 11-15 years - 14%
Company Culture at Wealth Professional
The employee experience below at Wealth Professional, compared to a typical company.
100% of employees at Wealth Professional say it is a great place to work*, compared to 54% of employees at a typical UK based company.
100%
I am given the resources and equipment to do my job.
100%
This is a physically safe place to work.
100%
You can count on people to cooperate.
100%
My work has special meaning: this is not "just a job".
100%
Management is approachable, easy to talk with.
Working at Wealth Professional
Some of the team trying to get the balance between smart/casual in the workplace.
We have a nice couple of Labrador dogs to share with the heavy lifting!
Jo running through the analytics and investment profiling to explain the science.
Abbie explaining our process and the journey with a smile and humour!
Investment committee meeting in progress - all opinions count and no such thing as silly question!
Getting the list of awards....
Best Workplaces Lists
Great Place To Work® is proud to recognise Wealth Professional on the following Best Workplaces Lists.
Interested in a career at Wealth Professional, or just want to know more?
To discover what sets Wealth Professional apart and explore relevant career opportunities, take a look at their website.
Visit Their WebsiteHow to earn Great Place To Work Certification
Watch this pre-recorded 5-minute webinar to learn the process for earning Great Place To Work Certification™
