0330 038 8939
Based in Aberfeldy
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FCA Regulated
Olga and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Olga and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Olga has not received any client reviews in the past 12 months
Olga has not received any reviews in the last 12 months
Olga has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Olga has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Olga has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Olga has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Olga has provided information on their typical fees
Olga has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Olga and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Olga and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Olga has not received any client reviews in the past 12 months
Olga has not received any reviews in the last 12 months
Olga has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Olga has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Olga has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Olga has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Olga has provided information on their typical fees
Olga has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Get in touch for a no-obligation initial chat with the INDEPENDENT financial adviser with over 20 years of experience in financial services. I explain complex financial matters in simple way. My financial advice is holistic and based on whole of market research. 1. Pre-Retirement* and Post-Retirement Planning whether you need help with deciding what to do with your previous and current personal and employer pensions or not sure if you are saving enough for your retirement. I do not give advice on final salary (Defined Benefits) schemes. 2. Investment Planning** whether you have a lump-sum to grow or you are not happy with returns on your existing investments. 3. Inheritance Tax Planning.*** 4. Protection of your Family and Business to ensure your goals can still be achieved should you die unexpectedly or you are diagnosed with a critical illness. Key Person Insurance - Shareholder Protection - Relevant Life Cover - Family Income Benefit - Life and Critical Illness cover - Income Protection. * A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The tax treatment is dependent on individual circumstances and may be subject to change in future. The value of units can fall as well as rise, and you may not get back all of your original investment. ** 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. Past performance is not a reliable indicator of future performance and should not be relied upon. 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 Financial Conduct Authority does not regulate tax planning *** Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Offers available through VouchedFor
Contact Olga through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Olga's clients
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Clients' level of financial expertise
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Adviser Disclaimer
Independent Financial Planning Services Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Independent Financial Planning Services Ltd is entered on the FCA register (www.FCA.org.uk) under no.1017696 . Registered office: Tigh Na Sgoill, Weem, Aberfeldy, Scotland, PH15 2LD . Registered in Scotland Number: SC793124. CONFIDENTIALITY NOTICE: this communication, and the information that it contains (a) is intended for the person(s) or organisation(s) named above and for no other person or organisation and (b) may be confidential, legally privileged and protected by law. Unauthorised use, copying or disclosure of any of it may be unlawful. If you have received this communication in error, please contact us immediately by telephone. Please note that neither 2plan wealth management Ltd nor the sender accepts any responsibility for viruses and it is your responsibility to scan attachments (if any). No contracts may be concluded on behalf of 2plan wealth management Ltd by means of email communications.