Top 5 specialisms:
Financial Planning - Personal, Financial Planning - Business, Investment Planning, SIPP, Pensions
Qualifications:
Advanced Financial Planning Certificate, Personal Finance Society Diploma (PFS), Taxation and Trusts, Holistic Financial Planning, Personal tax, Trusts, Saving and Investment
Years as a regulated adviser:
12
Remuneration method:
Either
FSA Registration Number:
192637 (Check this)
Our Mission at ad+ financial is to work closely with our clients to achieve their financial freedom through quality, relevant lifestyle financial planning. ad+ is ideally located on the south east side of Glasgow, close to the M74, with easy access and ample parking for clients throughout the region.
I have been advising clients on financial planning since 1982, and have seen many changes in that time. I have always strived to attain the highest level of qualifications, to offer ethical and unbiased advice, and help client to plan for their financial future. I have served with both large and small organisations and have found that ad+ is ideally placed to offer a personal level of service that large firms cannot match. I am therefore ideally placed to help small owner-managed businesses, or individuals, and can also provide introductions to other professionals for tax planning, business strategy development, wills and trusts, and specialist advice for overseas investment or non-residents.