Advanced Financial Planning Scotland Ltd

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.

Contact Info

Advanced Financial Planning
80 High Street,
Inverurie,
Aberdeenshire, AB513XS

t: 01467 627 911

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Our Services

Financial Planning

Financial Planning is an ongoing process of developing strategies that comprehensively manage your finances to match both your current and future lifestyle goals.

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Investments

We provide advice on a range of investments, including Individual Savings Accounts (ISAs), cash deposits and more complex arrangements.

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Pensions

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.

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Estate Planning

Create a plan to pass on your wealth in the most tax efficient manner.

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Protection

Providing protection for your family or business in the event of ill health, long term sickness or unforeseen circumstances.

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Mortgages

We offer mortgage advice to source deals available for first time buyers, home movers and buy to let arrangements.

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Cashflow Modelling

Create a lifetime financial plan to help your long term aims & objectives stay on track.

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Testimonials

Our success has been driven by our passion for the financial sector, here is what some of our clients have to say.

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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.

Financial News

  • UK inflation unexpectedly overshoots BoE target in July August 14, 2019
    Britain's inflation rate unexpectedly overshot the Bank of England's 2% target on Wednesday, raising the cost of living even before sterling's slide has had much chance to feed into consumer prices.
  • UK jobs market shines, but clouds on horizon August 13, 2019
    Britain's labour market showed unexpected strength in the second quarter but economists said this could prove a high water mark, after figures last week showed the economy contracted as businesses braced for a potentially disruptive Brexit.
  • UK jobs data shows strong economic fundamentals - Javid August 13, 2019
    Labour market data showing the fastest pay growth in 11 years and more people in work show the underlying strength of the British economy, finance minister Sajid Javid said on Tuesday.


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About Openwork

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.

Regulatory support.