Financial Services

Our in-house Financial Services Department can offer Independent Financial Advice for both existing and new clients. We have a dedicated team of qualified advisors who have vast experience in the financial industry and are authorised and regulated by the Financial Services Authority.

Our Financial Services Department can deal with all aspects of Mortgage and Insurance matters as well as Investment business. Whether it be Life Assurance, Income Protection, Pensions, Collective Investments or Inheritance Tax Planning, our qualified team are here to help you. As independent  advisors, we can offer the full range of options open to you as we are not tied to any one particular Bank, Building Society or Product Provider.

Our experienced advisors will work with you to help achieve the financial solutions that are right for you. We will take the time to listen and understand your aims and provide a bespoke plan to meet those objectives. Many of our clients benefit from the long term relationships we have built with them where we can review matters regularly and act swiftly should your circumstances or financial goals change.

Our Financial Services Department is based at the main office at 12–16 Albyn Place, however we have advisors covering all our offices at Banchory, Stonehaven, Inverurie, Ellon and our Property Shop on Union Street and will be happy to meet with you at any of our locations.

Useful Links

Wills & Tax Planning

Property