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:

and more, you can be sure that you are in the safest of hands!

Speak To An Advisor

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

Common Questions

“I have too many pension scattered all over the place and I find it difficult to keep track of them all…!”

A common complaint we hear and we can help you decide if consolidation is right for you and help bring all of your pension pots together for ease of management.


“I have been working for 30 years and the time has come for me to take my pension, but I just don’t know how!!"

Speak to us and we can help work out the correct retirement decumulation strategy for you.

“I have just inherited a lump sum and I just don’t know what to do with it…”

We can help inexperienced investors get to grips with new found wealth and guide them to invest in a way that is both correct for their attitude to risk and also with a mind to their tax position.


“I don’t have a lot of capital, but I need some money, and I don’t want to leave my home…”

We can help you to look at options to release funds from your home without the need to sell the property, if appropriate.

“Im concerned about the size of my estate. I want to leave as much as I can to my kids but don’t want them to pay tax…”

We are specialists in IHT planning and can discuss strategies for estate planning.


“Im a first time buyer, how can I get the best deal?”

We can conduct a whole of market search and get you the best deal.

“My mum needs care and I need to make sure she gets the best looking after…”

We are authorised to help you plan for your mum to ensure that she gets the best care possible and that its funded in such a way that she will not have to worry about outliving the funds available.


“How do I protect my family if I am too ill to work, or worse?

Let us explain to you all of your options with our protection plans.

Follow Us

Information

Privacy Policy