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> Falkirk-and-Stirling
Contributor

69%

MATCH FOR YOU

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4.7out of 5

Scott Douglas

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Equity Release, Saving for children, Annuities
We specialise in solving the financial problems people have around planning for their retirement and beyond. Here are some of the problems we have fou... Read More
Serves clients with: Any level of wealth
Certified Financial Planner
Contributor

65%

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4.9out of 5

Michael Jackson

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% clients advised in each area  :

Investments

69%

Annuities

6%

Pensions

31%

Insurance & Protection

22%

Later life planning

6%
Kelvin Financial Planning is a firm of Independent Financial Advisers based in Glasgow. We offer a broad range of services across the firm with advise... Read More
Serves clients with: Over £100k of investable assets or household income
Michael's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

64%

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4.9out of 5

Douglas Mcintyre

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% clients advised in each area  :

Investments

100%

Annuities

33%

Pensions

61%

Insurance & Protection

22%

Later life planning

17%
Based in central Glasgow, Loch Fyne Financial is an independently owned, award winning investment advisory and financial planning practice. We special... Read More
Serves clients with: Over £500k of investable assets or household income
Douglas's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

64%

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4.8out of 5

Alan Dick

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% clients advised in each area  :

Investments

88%

Annuities

24%

Pensions

82%

Insurance & Protection

12%

Later life planning

12%
Forty Two is a leading lifestyle financial planning and wealth management firm based in Glasgow. We deliver highly personalised financial planning and... Read More
Serves clients with: Over £500k of investable assets or household income
Alan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

61%

MATCH FOR YOU

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4.8out of 5

Ian Finch

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% clients advised in each area  :

Investments

100%

Annuities

17%

Pensions

58%

Insurance & Protection

17%

Later life planning

17%
Ian has over 24 years Financial Services experience, dealing with a wide and diverse range of personal and corporate clients. He provides a holistic a... Read More
Serves clients with: Over £50k of investable assets or household income
Ian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

61%

MATCH FOR YOU

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4.8out of 5

Suzanne Gray

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% clients advised in each area  :

Investments

82%

Annuities

9%

Mortgages

18%

Pensions

82%
On 1st January 2014, I became an Associate Director of Johnston Financial. I joined Johnston Financial in August 2008 as a Financial Planner. My car... Read More
Serves clients with: Over £50k of investable assets or household income
Suzanne's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner

Latest client reviews of Falkirk-and-Stirling IFAs

Excellent advice and work in putting my private pensions together.Good communication with explanations in a language you can understand.    Read More
Peter Burnside
Covers everything from premium bonds to equities and can therefore be objective   Read More
Peter

Can't find the right Falkirk-and-Stirling IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Falkirk-and-Stirling.

David PerryDavid Robertson Perry
Tom MunroTom Munro Financial Solution Ltd
Jim HendryHarley Financial Services Ltd
Charles CarpenterCIB Financial Management Limited 0340/00
Steven CusackOntrack Financial Planning Limited
David NessPolicy Services Limited
Kenneth DonaldKMD Associates Ltd
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