creating the lifestyle you want
We do this by understanding your goals in life, where you want to be, how you want to live now and what is important to you. We can help develop a financial plan that takes into consideration your current situation and gives you the freedom and choice necessary for you to work towards your goals. We understand you want to work hard whilst you can, save for when you plan to stop work, as well as enjoy your free-time and family whilst you do so.
Our clients come from many different backgrounds with significantly different needs and requirements and we pride ourselves in having the expertise to address these, irrespective of the complexity or simplicity of each case.
If you would like to arrange a no-obligation initial meeting* with one of our advisers just call us on either our Glasgow or Dundee number above or fill out the form on the right and we’ll be in touch with you shortly.
*Any work you ask us to carry out as a result of this meeting will be fee based.
Chartered Financial Planners
Full financial planning support for those who are employed, self-employed or who run their own business…
Comprehensive financial planning support for business owners, company directors and senior executives looking for efficient problem solving…
We complement and support accountants and solicitors in areas such as workplace pensions, pension splitting, business owner exit strategies…
Occupational Pension Assessment
Since the introduction of pension freedoms there are more flexible options available for income and substantially improved death benefits for some – however you could be giving up a guaranteed index-linked pension if you do transfer. Capital at risk, investments can go down as well as up.
Whatever stage you’re at we can ensure you are aware of all the options available to you.
Downloads courtesy of: pensionadvice.gov.uk, pensionsadvisoryservice.org.uk, The Prudential, The Money Advice Service and CAERUS Capital.
The value of an investment can fall as well as rise and you may get back less than you have invested.
If you take your entire pension fund early you could be financially worse off in the future
Your home maybe repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate it will be £395.00