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
9.1/10
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FCA authorised
Last authorised 28th September 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.

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.

Our services

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.

Where to find us
Head office address: 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
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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.

Response rating
9.1/10
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FCA authorised
Last authorised 28th September 2020

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