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.
Principal place of business: Willow House Kestrel View, Strathclyde Business Park, Bellshill, Lancashire, ML44PB.
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.
A Plus Financial Advice specialise in all the areas of family protection (income, life, mortgage, critical illness). We can also assess your pension provision and have an adviser who can provide a personal recommendation on whether to remain in or to transfer your Defined Benefit (safeguarded income benefit) pension scheme(s). Investments can include ISAs, Unit Trusts, an Open ended investment company (OEIC), Investment bonds and other investment products. We can also provide advice and assist with arranging your mortgage or re-mortgage.
We also provide tax planning and can advise on trusts to mitigate or minimise tax and Inheritance Tax (IHT) liabilities. In short, we help you the client, achieve your financial goals.
Tax treatment is based on individual circumstances and may be subject to change in the future.
A Plus Financial Advice Ltd is an appointed representative of TenetConnect Ltd.
A Plus Financial Advice Ltd is registered in Scotland under registration number SC409359. Registered office address: 15 St. Leonard Street, Lanark, Scotland, ML11 7AB.
Mortgages | A mortgage is a loan secured against your home or property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
Mortgage deals may not be available and lending is subject to individual circumstances and status.
Pensions | A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.
Investments | The value of investments and income from them may go down. You may not get back the original amount invested.
The Financial Conduct Authority does not regulate tax & trust planning, certain employee benefits (i.e. auto-enrolment), National Savings & Investments, commercial mortgages, most forms of buy to let mortgage and legal services.
Willow House, Kestrel View, Strathclyde Business Park, Hamilton, South Lanarkshire, ML3 8UX
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