A Plus Financial Advice Ltd

Independent Financial Adviser  Willow House, Hamilton, Lanarkshire, ML3 8UX
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
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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 commercial property
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Buying first home
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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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Healthcare
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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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Paul McKay CeFA, CeMAP, DipFA
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Anthony Craven BSc, CeFA, CeMAP, DipFA
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Alistair Donaldson CeFA CeMAP DipFA
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Alan Jack DipFA
Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Graham Scott DipFA
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
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
There's one word for the advice I received from Alistair Donaldson - Brilliant!
Mr Tomlinson, Cumbernauld
In the six years that Mr McKay has handled my financial affairs, he has been very professional and has a clear understanding of my needs.
Mr Lindsay, Strathaven
About us

A Plus Financial Advice are face-to-face Independent Financial Advice experts with over 50yrs combined experience in ethical and socially responsible financial services. We provide advice in a range of areas across the financial spectrum including Investments, Pensions, Protection and Mortgages. Our Hamilton branch predominantly covers the area of North and South Lanarkshire. We also provide advice to clients across Central Scotland.

The first meeting is provided at the adviser's own cost, so there is no charge to you.

As members of the APFA who are 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. In short, we help you the client, achieve your financial goals.

Where to find us

Willow House, Kestrel View, Strathclyde Business Park, Hamilton, South Lanarkshire, ML3 8UX

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
Response rating
9.0/10
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FCA authorised
Last authorised 30th March 2020

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