Alexanders Finance (UK) Ltd
Your Scottish IFA
Helping you plan for the Future
Contact
Alexanders Finance (UK) Ltd
43 Fingal Road,
Killin,
Perthshire,
United Kingdom,
FK21 8XA
+44(0) 1567 820028
Welcome to Alexanders Finance (UK) Ltd your Independent Financial Adviser for
Scotland
Thank you for visiting us. We are Independent personal and corporate financial advisers
covering the whole of Scotland and in particular the Highlands and Islands. Everyone has
different circumstances which dictate their need for individual and bespoke financial advice.
- We adhere to strict FSA (Financial Services Authority) guidelines, which obligates us to
provide advice most suited to your personal requirements, affordability and your risk
profile.
- Do not think that an Independent Financial Adviser (IFA) is only for the wealthy, this is
not the case. The majority of our clients are normal everyday people. Our services are open
to everyone.
- We have 25 years of experience behind us. We concentrate on the suitability, risk and
strength of new and existing financial products and providers. We hold professional indemnity
insurance and are registered under the Consumer Credit Act and Data Protection Act and hold
the appropriate licences.
- For anyone to find the best products and providers in any market you first have to
possess the knowledge, experience and tools to find your way. We look after our clients on a
daily basis and understand the financial market and what is important to consumers.
Our a range of financial services include:
- Investments, including ISAs, PEP transfers, unit trusts, investment trusts
- With profit bonds and distribution bonds
- Pensions, including personal and company pension arrangements
- Pension Performance Review, for your peace of mind
- Future Certainty Solution
- Lifestyle Financial Planning
- 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
Specialists in Advice to the Elderly and their Families, Inheritance Tax planning and
Pensions.
As an
Independent Financial Adviser (IFA) we are able to select from
ALL the financial products available in the marketplace, unlike Tied Agents
who can only sell products related to specific companies.
We match the products to your needs rather than promoting specific products or
investments.