Financial Advice Services Scotland
Put simply, Scottish Wealth Management are a financial advice business with a difference – with highly qualified financial advisers (who are all qualified above the minimum level of Diploma in Financial Planning level and hold the higher level Chartered Financial Planner qualification) we can really give you a level of service that you can trust.
With authorisation to give you financial advice on all areas of financial planning including:
- pension transfers
- final salary pension transfers
- drawdown advice
- funding a pension
- IHT planning
- care fees planning
- annuities
- mortgages
- equity release
- investments
- personal protection / insurances
and more, you can be sure that you are in the safest of hands!