Financial Advice Services

Helping you to plan for your retirement

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Pension Advice & Retirement Planning, Scotland

Scottish Wealth Management are a financial advice firm based in Scotland specialising in retirement planning for clients in the UK and throughout the world. As specialists in the pensions market we offer advice for pension transfers, consolidation of pension pots, final salary pension transfers, equity release, care fees planning, Inheritance Tax planning, investments, mortgages, personal protection / insurances and much more.

With over 20 years experience in pensions we can be trusted to offer the correct advice to ensure you have everything in place for your retirement.

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Why Choose Scottish Wealth?

  • Chartered Financial Planner & a Fellow of the Personal Financial Society.
  • Over 20 years experience in pensions
  • Flexible meetings at our offices, in your home or virtually online
  • Specialists in pension advice

Our Specialist Areas

Pensions & Transfers In Scotland

Pensions & Transfers

Equity Release & Mortgages In Scotland

Equity Release & Mortgages

Investments In Scotland

Investments

Personal Protection & Insurances In Scotland

Personal Protection & Insurances

Inheritance Tax Planning In Scotland

Inheritance Tax Planning

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