Independent Financial Advisers (IFA) Glasgow, Scotland
Throughout our life we are likely to need the services of an Independent Financial Advisor whether its for Pensions, Savings and Investments or Life Insurance. Sourcing the right advice at the right time is essential for those life changing financial decisions.
We understand that you’ll want to know how much we charge, that’s why we provide competitive ‘Fixed Fee’ quotations.
5 Star Reviews
Don’t just take our word for it. We’ve ‘5-star customer reviews’ with Trust Pilot – the most trusted review site in the UK.
Our panel are fully regulated and hold Diplomas in Financial Planning and an Advanced Diploma in Pension Planning.
When would you need an Independent Financial Adviser?
Accessing your Pension
If you are over 55 years of age you have a number of options. Under new government rules you can access 25% of your pension Tax Free and draw-down the balance as you choose. Sourcing Independent Financial Advice could save you thousands of pounds in tax.
If you have a Private Pension which is either frozen, under performing or perhaps you have more than one pension and incurring unnecessary charges, then you need to talk to a Independent Financial Advisor.
Starting a Private Pension
If you are thinking of starting a Private Pension then you need to speak to an Independent Financial Advisor to help you choose the right fund which best matches your circumstances, objectives and attitude to risk.
If you are approaching retirement and considering buying an Annuity then speaking to an Independent Financial Adviser is essential. There are a number of different types of Annuities and returns vary considerably, it is therefore vital you speak with an Independent Financial Adviser who has access to the whole of the market
Financial or Tax Planning
The more wealthy you are the more complex managing your financial affairs can be. Our advisors are chartered therefore they are fully qualified to advise on complex financial products.
If you are considering choosing an investment product then it’s essential you speak to an Independent Financial Adviser first. Investments are complex products with risk attached.
Income Protection, Critical Illness and Life insurance are products which can be purchased without the need for an advisor, however, those who may be self employed or suffer from health issues or have less than straight-forward family circumstances should consider Independent financial advice as essential.
Our panel of Financial Advisors have no ties to any specific providers or range of products, so you can rest assured that you will be getting the best financial advice available.
For a Free Consultation just complete our short Enquiry Form or call us on 0141 465 1909.
Lines are open – Monday to Friday: 8.30am – 7pm