Response rating
9.5/10
FCA verified
22nd May 2017

A Plus Financial Advice Ltd

Independent Financial Adviser Willow House, Kestrel View, Cumbernauld, North Lanarkshire, G67 1NX
First meeting at adviser's own cost
All of our advisers are diploma qualified and completely independent, so we work for you not the provider.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Employee benefits
    • Group life insurance
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Long term care
Meet our advisers
Alistair Donaldson CeFA, CeMAP, DipFA, MIFS
Director
Anthony Craven BSc, CeFA, CeMAP, DipFA
Director
Paul McKay CeFA, CeMAP, DipFA
Independent Financial Adviser
Alan Jack DipFA
Independent Financial Adviser
Graham Scott DipFA
Independent FInancial Adviser
What our clients say
There's one word for the advice I received from Alistair - Brilliant!
Mr Tomlinson, Cumbernauld
Alistair not only reduced our outgoings, he was able to put better cover in place and we got a four figure sum back for a mortgage policy our bank should have advised us to cancel when we moved home. This was really handy with a baby on the way.
Mr and Mrs Agnew, Cumbernauld
We wanted to express our appreciation of the excellent services provided to my wife and I by Tony Craven. He has always found time to address our needs and resolve any concerns we have about our investments. His recommendations are always sound and have been proven worthwhile. We would readily recommend him to any investor.
Mr and Mrs Houston, Cumbernauld
Where to find us
About us

A Plus Financial Advice are face-to-face Independent Financial Advice experts with over 50yrs collective experience in ethical and socially responsible financial services. We provide advice across a range of areas on the financial advice spectrum including Investments, Pensions, Protection and Mortgages. We predominantly cover North and South Lanarkshire with most of our clients in Cumbernauld, Kilsyth and Hamilton. We also provide advice services throughout Scotland. Any initial meetings to establish your needs are provided at NO COST to you.
As members of the APFA, the established trade body for financial advisers, you can be certain you're with a reliable company.

Our services

We specialise in all the areas of family protection (income, life, mortgage, critical illness). Investments both on and offshore, ISAs, Unit Trusts, Investment bonds etc. We can assess your pension provision, arrange your mortgage or re-mortgage. We also provide tax planning and can provide trusts to mitiigate or minimise tax and IHT liabilities. In short, we help you the client, achieve your financial goals

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

A Plus Financial Advice Limited is authorised and regulated by the Financial Conduct Authority. Our FCA registration number is 569822. A Plus Financial Advice is an appointed representative of TenetConnect Limited , 5 Lister Hill, Horsforth, Leeds, LS18 5AZ, which is authorised and regulated by the Financial Conduct Authority. TenetConnect’s FCA
Registration number is 149826. TenetConnect Limited’s permitted business is advising and arranging on investments, mortgage and insurance contracts.
You can check this on the FCA’s register by visiting the FCA’s website www.fsa.gov.uk/register or by contacting the FCA on 0845 606 1234. We are covered by the FSCS. You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.
Most types of investment business are covered up to a maximum limit of £50,000.
Insurance advising and arranging is covered for 90% of the claim, without any upper limit.
For compulsory classes of insurance, insurance advising and arranging is covered for 100% of the claim, without any upper limit.
Further information about compensation scheme arrangements is available from the FSCS.
A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

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