A Plus Financial Advice Ltd

Independent Financial Adviser  Willow House, Cumbernauld, North Lanarkshire, G67 1NX
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FCA authorised
Last authorised 18th January 2021
All of our advisers are diploma qualified and completely independent, so we work for you not the provider.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Employee benefits
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Group Protection/Life Insurance
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Paul McKay CeFA, CeMAP, DipFA
Independent Financial Adviser
Anthony Craven BSc, CeFA, CeMAP, DipFA
Director
Alistair Donaldson CeFA, CeMAP, DipFA, MIFS
Director
Alan Jack DipFA
Independent Financial Adviser
Graham Scott DipFA
Independent FInancial Adviser
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). 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.

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

Willow House, Kestrel View, Cumbernauld, North Lanarkshire, G67 1NX

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