Independent Financial Advisers in Killin, Perthshire



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PH - Perth

Progressive Financial
Planning Ltd

Alexanders Finance
(UK) Limited

Alexanders Finance (UK) Ltd

Address: PH Postcode and surrounding areas
Telephone: 01567 820028
E-mail: alistair@alexandersfinance.com
Visit our Web Site: www.alexandersfinance.com

Contact: Alistair Ferguson

Services

At Alexanders Finance we are specialists in:

Investments, including ISAs, PEP transfers, unit trusts, investment trusts
With profit bonds and distribution bonds
Pensions, including personal and company pension arrangements
Mortgages, re-mortgages, buy to let
Tax planning, including inheritance tax, capital gains tax, income tax
Protection, including life assurance, critical illness, income protection
Directors' pensions and partnership arrangements
Offshore Investment
Pension transfer specialist advice
savings & school / further education / university fees planning
family protection
retirement planning including Income Drawdown and Phased Retirement
Long term care solutions

We are committed to providing a high quality independent advice service to all our clients. We have gained advanced qualifications in pensions advice (AFPC G60) including clearance to advise on pension transfers, income drawdown and phased retirement. In addition we are fully qualified to give mortgage advice as our mortgage consultant has passed the relevant examinations leading to the full Financial Planning Certificate (FPC 1 2 & 3) and the Certificate in Mortgage Advice and Practice (CEMAP). We carry full professional indemnity insurance for both financial and for mortgage advice.

"We do cover the whole of Scotland and, in particular, the Highlands and all of the Islands.

If distance is a problem clients need not visit our office as much of the initial work can be done via the phone, fax, post or email. We do try to get to see our clients as often as possible and part of our service is to offer a financial review, normally on an annual basis.

So, if you feel distance is a problem, don't worry "this IFA will travel" (or at least, will meet you half way)"

To complement our financial planning service we can arrange general insurance including house, car, medical, travel and pet insurance. For businesses large and small we can arrange professional indemnity, public & employers insurance alongside commercial insurance for offices shops garages etc.

In order to ensure that our "clients" receive a comprehensive high quality service in relation to ancillary services, we have entered into agreements with firms of well qualified solicitors and accountants to provide our with appropriate and high quality advice for both their personal and business needs eg simple will, a house sale/purchase, partnership agreements up to a full business accounting service including a payroll service, vat returns and the provision of auditors.

Our initial consultation is free. Please call for an appointment or visit our web site at: www.AlexandersFinance.com

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