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.
We specialise in all the areas of family protection (income, life, mortgage, critical illness). We can assess your pension provision. We are pension transfer specialists and can advise on Defined Benefit, Occupational and overseas schemes. Investments both on and offshore, ISAs, Unit Trusts, Investment bonds etc. arrange your mortgage or re-mortgage. We also provide tax planning and can provide trusts to mitigate or minimise tax and IHT liabilities. Tax treatment is based on individual circumstances and may be subject to change in the future. In short, we help you the client, achieve your financial goals.
Willow House, Kestrel View, Cumbernauld, North Lanarkshire, G67 1NX
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.