Friendly & Experienced Team of Financial Planning Professionals
Serving private clients and businesses across Aberdeen City, Shire and the wider UK for over 35 years.
Serving private clients and businesses across Aberdeen City, Shire and the wider UK for over 35 years.
Ask anyone, we love what we do. We’re passionate about our craft and we’ve proven our ability to generate real results, helping clients to grow and meet their objectives.
Successful planning is all about expertise and regular review, and in identifying and managing change. Once an agreement has been made to do business, our clients commit to regular (at least annual) reviews, to ensure financial plans remain on track.
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 look at ways to maximise the returns available.
Create a plan to pass on your wealth in the most tax efficient manner.
Providing protection advice 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.
in partnership
We are proud to have the backing and support of The Openwork Partnership.
Successful planning is all about expertise and regular review, and in identifying and managing change. In order to achieve this, we must ensure we have robust and compliant processes for all of our business, and this is where Openwork come in.
Openwork provides us with the following: