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Financial Services

Helping you plan your financial future.

Our Financial Services division perfectly complements the work our legal services team carries out on behalf of our personal and commercial clients.

Our in-house Independent Financial Adviser (IFA) is committed to providing clear, impartial advice on a wide range of financial products - from pensions and investments to mortgages, insurance and tax planning - and to building long term partnerships with our loyal clients.

This commitment means we are ideally placed to tailor our independent advice based on a detailed understanding of your financial circumstances as well as your short and long term financial goals. We are regulated by the Financial Conduct Authority.  This means we have no association with any financial product provider and can help you make decisions based on your particular circumstances and on our in-depth knowledge of the marketplace.

Get in touch

For a no obligation discussion about bespoke financial planning solutions and how we can help you achieve your goals, call us on 0141 227 2200 or use the contact form below.

Frequently Asked Questions

We put your needs at the heart of everything we do

How much do you charge for mortgage and insurance advice?

We do not charge a fee for advice or for arranging your mortgage as we receive payment from the lender or insurer.

Which lenders do you use?

We have access to the whole of the mortgage market and are not restricted to any particular lenders. We will recommend the best lender/product to suit your individual circumstances.

How long will my mortgage application take?

A realistic timeframe is 4 weeks but this depends on the lender and their current service standards. We endeavour to have the offer issued faster than this and this can normally be achieved as long as all supporting documents are received from yourself without delay.

What documents will I have to provide?

We are required to obtain proof of identification in the form of:

  • A passport or driver’s licence and
  • A utility bill dated within the last 3 months

We will generally also require the following for your mortgage application:

  • 3 months bank statements and
  • 3 months’ payslips if you are employed or 2 years SA302 documents and corresponding tax year overviews (can be requested from HMRC or your accountant) if you are self-employed and
  • Proof of your deposit

What other services do you provide?

We provide advice on pensions, investments and inheritance tax planning.

Need further advice?

If you have a question that isn’t covered in our FAQ’s or need further advice, please use the contact form below to send your request. A member of the team will be in touch with you shortly to respond to your query.

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    I just wanted to thank you for your work and tell you how much I appreciate your quick responses and keeping me in the loop with each stage. You have made it so easy for me and I really appreciate it


    Clark Boyle were so helpful as we bought our first house. Kristy McShane was so helpful and prompt and made the whole process a breeze. Couldn't recommend enough.

    Clark Boyle & Co were extremely professional from start to finish. We were on quite a tight schedule to complete our home purchase however Bev who we dealt with did everything she could to enable everything to go through on time. A+++ service. Thank you for everything.

    Dealt with Susan Robson and Lisa Thomson. Communication from both was first class. They showed great care and attention to the transaction (overseeing property sale) and I would have no hesitation recommending their service.

    My sister-in-law purchased a flat in Glasgow about a year ago. She used Clark Boyle for the conveyancing and was happy with the service provided. So, when we decided in November to buy a flat in Glasgow we thought we'd go with them too. It was a good decision; they were friendly, fast and efficient. We were especially impressed with our lawyer, a partner in the firm, who's local knowledge and keen negotiating skills impressed and indeed saved us a substantial sum of money and the deal was completed before Christmas - thanks Graham. We're happy to recommend Clark Boyle and we'd use them again in the future.

    Anne Green, of Clark Boyle, made my house purchase effortless. I would use this firm again.

    We have used Clark Boyle several times and each time the service has been fantastic. Irene has handled the selling and purchase of our property twice. She is really knowledgable, is always there to answer any questions and gave us the confidence that we had nothing to worry about. She made the process so easy and we knew we could leave the buying and selling of our home in her hands. We have also used Clark Boyle for our wills and again the service was fantastic.

    Hi Irene, Thanks very much. A big thanks as well for all the help you have provided. I honestly wish you were involved in all the other buying/selling transactions we’ve been involved in over the last 6 months to get to this stage. You have simply been absolutely amazing to deal with. You have explained the process at all stages and answered all questions quickly and efficiently. You have provided all the guidance and help we have needed while keeping a professional but extremely friendly (and welcomed!!!) attitude. Again, a massive thanks from Gillian and I for all you have done. I wish you all the best in your future.

    Clark Boyle made the sale of our house easy. They helped explain everything in an easy fashion. Lyndsey in particular was approachable and understanding of our situation.

    Dear Susan, Please accept my thanks for your professionalism and perseverance in finally and successfully concluding the sale of my mothers' property today. This despite the intransigence, unreasonable demands and apparent inability of the purchasing client solicitor to properly communicate or engage with you throughout the whole selling process.

    Irene handled the purchase of our new home, and she couldn't have been more helpful and professional. We were especially grateful as we were buying in Scotland for the first time, and Irene's support and guidance were incredibly reassuring. Such great service stays in the memory!

    I found Clark Boyle by chance & thank goodness I did! I was buying a house in Scotland, relocating from East Sussex. I was assigned a fantastic lady by the name of Lynn Boyd, she looked after us so well, each step was explained as we progressed forward with the sale. It was made so much less stressful due to Lynn's due diligence and hard work. We have ended up with the house of our dreams & I can't thank Lynn enough 🙂

    Great service from Lynn and the team at Clark Boyle. Kept me in the loop very promptly throughout the sale process and everything went smoothly. Very efficient, highly recommend.

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