Financial Advisers offering consultancy, support & financial planning. Our experienced, qualified financial advisers have been serving clients both private and corporate across Aberdeen City and Shire and the wider UK for over 30 years. Whatever your financial requirements are, with Advanced Financial Planning you’re in safe hands.
We pride ourselves on delivering simple and transparent financial advice for our clients, forging relationships that will last throughout their working lives and beyond.
Successful planning is all about expertise and regular review and in particular in identifying and managing change. Once an agreement has been made to do business, our clients commit to regular (at least annual) reviews in order to ensure financial plans are on track, and to make amendments or additions as may become necessary as circumstances evolve.
It is important to note, any research we conduct and early consultations will not usually attract a charge as we aim to demonstrate where value can be added before we come to any further agreements on how best to proceed.
Our main area of business and expertise is planning at retirement and post retirement, which encompasses a number of areas of planning.
Our approach is simple. If we look after our clients then they will not want to go anywhere else – it is very much focused on long term client relationships, which often leads to intergenerational planning.
Financial Planning is an ongoing process of developing strategies that comprehensively manage your finances to match both your current and future lifestyle goals.
We provide advice on a range of investments, including Individual Savings Accounts (ISAs), cash deposits and more complex arrangements.
Guidance on all areas of retirement planning from setting up a new pension to advice on what to do with existing pensions, and the best way to maximise the returns available.
Providing protection for your family or business in the event of ill health, long term sickness or unforeseen circumstances.
We offer mortgage advice to source deals available for first time buyers, home movers and buy to let arrangements.
Create a lifetime financial plan to help your long term aims & objectives stay on track.
YOUR HOME/PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Some buy to let mortgages are not regulated by the Financial Conduct Authority.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
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Openwork is a well-established financial services distribution company, supporting hundreds of firms, like ours, around the UK.
Being part of Openwork gives our business the support we need to do what we do best – giving you high quality professional financial advice.
Openwork provides us with the following:
Access to pensions, investments, mortgage and protection products from some of the UK’s biggest brands.
Payment administration and reconciliation services.