Blackmount Private Wealth Limited is an independent, whole-of-market financial planning firm based in Glasgow, providing advice to individuals, families and business owners throughout Scotland and across the UK. As we have no commercial relationships with product providers, our recommendations are centred on our clients individual circumstances rather than on the products that may generate the greatest payment for us. We provide advice across retirement planning and pension consolidation, as well as drawdown and income strategy. Our services also include investment advice, protection planning and broader financial planning requirements, including cash flow modelling and inheritance tax mitigation.
Our firm is led by Co-Founding Directors Alex Shairp and Qasim Younis. Further information about Blackmount Private Wealth Limited is available at www.blackmountwealth.co.uk. We are an appointed representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 197107. Our own entry on the FCA Register can be found under reference 976093. Investment values can rise as well as fall, and you may receive back less than the amount originally invested. To discuss how independent, whole-of-market financial advice may assist with your retirement, investments or protection planning, please contact Blackmount Private Wealth today.
Our firm is led by Co-Founding Directors Alex Shairp and Qasim Younis. Further information about Blackmount Private Wealth Limited is available at www.blackmountwealth.co.uk. We are an appointed representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 197107. Our own entry on the FCA Register can be found under reference 976093. Investment values can rise as well as fall, and you may receive back less than the amount originally invested. To discuss how independent, whole-of-market financial advice may assist with your retirement, investments or protection planning, please contact Blackmount Private Wealth today.
Details
- Year established: 2022
- Licensed
- Insured
Highlights and features
- Independent fee-based advice tailored around your financial goals
- Whole-of-market comparisons across UK products and providers
- Specialist financial planning for business owners approaching exit
- Retirement planning for professionals, families, and senior earners
- Transparent fees agreed clearly before advice begins
- Ongoing reviews, portfolio management, and responsive adviser access
Payment methods
- Cash
- Debit cards
- Credit cards
Services
Our retirement planning service helps you make informed decisions about your pension and future income. We review your circumstances, financial resources and retirement objectives before assessing options such as consolidation, drawdown and annuities. Personalised cashflow modelling demonstrates how your finances may support retirement, while our recommendations are designed around your individual circumstances and attitude to risk.
We help clients make informed investment decisions by considering their objectives, risk profile, tax position and investment timeframe. Advice is available across a range of arrangements, including stocks and shares ISAs, general investment accounts, investment bonds and pensions. We can also review existing investments, consider tax-led opportunities and incorporate relevant personal values into the overall strategy.
We provide personal, business and mortgage protection tailored to your circumstances and commitments. Our whole-of-market research helps us identify suitable cover at the right price, including life insurance, income protection, critical illness cover and family income benefit. For business owners, we also arrange key person, shareholder, relevant life and group income protection, while helping ensure applications are completed accurately.
Our tax and estate planning service is designed to help ensure wealth built over a lifetime is passed to the people you intend. We assess potential inheritance tax exposure and consider appropriate planning opportunities, including structured gifting, pensions and insurance written in trust. We also coordinate with solicitors and accountants where specialist legal or accounting advice is required.
People
Alex Shairp
Director & Independent Financial Adviser
Alex's particular expertise lies in retirement planning and intergenerational wealth ~ helping clients and families understand not just how to build wealth, but how to protect it for the people they love. He holds a BA (Hons) in Finance, Investment & Risk, the CII Diploma in Regulated Financial Planning, and the CISI Certificate in Advanced Financial Planning.
Beyond client work, Alex is a PFS Education Champion for the My Personal Finance Skills programme and provides pro-bono financial guidance to armed forces veterans through Forces MoneyPlan. He mentors graduating university students entering the profession. Alex grew up in rural Argyll but now lives in Johnstone with his young family.
Beyond client work, Alex is a PFS Education Champion for the My Personal Finance Skills programme and provides pro-bono financial guidance to armed forces veterans through Forces MoneyPlan. He mentors graduating university students entering the profession. Alex grew up in rural Argyll but now lives in Johnstone with his young family.
Qasim Younis
Director & Independent Financial Adviser
Qasim has spent his career working at the intersection of high-net-worth client advice and institutional investments, with experience at Barclays, Morgan Stanley, and Abrdn. That background informs an advisory style that is both technically rigorous and firmly client-centred.
He holds BA (Hons) in Finance, Investment & Risk and the CII Diploma in Regulated Financial Planning. Qasim is drawn to working with entrepreneurs and business owners ~ clients who understand the value of a trusted adviser and the importance of getting complex decisions right. Qasim lives in Bearsden with his family.
He holds BA (Hons) in Finance, Investment & Risk and the CII Diploma in Regulated Financial Planning. Qasim is drawn to working with entrepreneurs and business owners ~ clients who understand the value of a trusted adviser and the importance of getting complex decisions right. Qasim lives in Bearsden with his family.
Reviews (5)
James Minshall
Aug 18, 2026
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I had a really helpful chat with Alex Shairp who very easily made my decision making much clearer for me within a short space of time after I had spent quite some time going over and over all my options in my head and not getting anywhere. Highly recommend giving them a call! Thanks again for your time Alex. James
Marie Murphy
Feb 14, 2026
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Joeanne Hamilton
Feb 11, 2026
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Have worked with Qaz and Alex now for several years. We have been delighted with the Professionalism, attention and transparency throughout our Financial Transactions. They are honest, approachable, personable and have given great advice.
We are completely satisfied with all aspects of our transactions with them.would highly recommend.
Frank and C joeanne Hamilton
We are completely satisfied with all aspects of our transactions with them.would highly recommend.
Frank and C joeanne Hamilton
Frank Cushnan
Apr 11, 2025
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Dawn Butcher
Feb 04, 2023
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Alex has the most incredible way of helping you get to the heart of what you really want to be able to achieve by listening, challenging and opening up your thoughts and ideas. His explanations and comprehensive range of options available are well delivered and easy to understand. He creates a detailed and tailored report to ensure you have the best, most ethical choices the market has to offer. I would whole heartedly recommend Alex and his team for all your financial guidance and support.