A Plus Financial Advice Ltd

Independent Financial Adviser  8 Kilbrandon Cottages, Oban, Argyll and bute, PA34 4RA
First meeting at adviser's own cost
All of our advisers are certified to diploma level 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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Traded endowment policies
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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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Employee benefits
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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
10/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Alistair Donaldson CeFA, CeMAP, DipFA, MIFS
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

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

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.

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

Alan Jack MAQ, 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

Anthony Craven 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

About us

A Plus Financial Advice are face-to-face Independent Financial Advice experts with over 50 years collective 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 Argyll adviser covers from Fort William in the North, to Campbeltown in the South and as far as Stirlingshire to the East as well as the islands of Islay, Jura, and Mull. We also provide advice to clients throughout Central Scotland. Any initial meetings to establish your needs and objectives are provided at NO COST to you.

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

8 Kilbrandon Cottages, Balvicar, Oban, Argyll, PA34 4RA

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
10/10
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FCA authorised
Last authorised 23rd March 2020