AB Vision Financial Ltd

Independent Financial Adviser Rivendell, Stranraer, Wigtown, DG9 8BT

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FCA authorised

Last authorised 3rd August 2020

We Specialise in Savings and Investments, Pensions, Auto Enrolment, Retirement Planning, Protection, Serious Illness, Mortgages and General Insurance(Home Ins)

We can advise you on

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Pensions & retirement

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Auto enrolment

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Pension drawdown

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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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Mortgages

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Buy my next home

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Buying first home

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Flexible mortgages

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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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Financial planning

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Wealth management

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Investments

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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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Savings

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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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Insurance & protection

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Accident & sickness

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Buildings and contents

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Commercial motor

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Critical illness

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Healthcare

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Home and leisure

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Income protection insurance

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Large business

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Life insurance

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Payment protection insurance

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Small business

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Travel

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Business

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Group ISA

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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 life insurance

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Group private medical insurance

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Long Term Care

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Long term care

Meet our advisers

Stuart Anderson DipFa, MAQ

Director

Daryl Brown CeFA, CeMAP, DipFA

Director

Ellis Risk BA,DipFA,

Independent Financial Adviser

About us

We operate all over the south west of Scotland with many clients in and around the Stranraer and Ayrshire areas, I cover the Stranraer area and have 17 years experience in Financial Services working for The Cooperative Insurance Society and the AXA through the Clydesdale Bank network.

Our services

Customer orientated advice in simple and understandable language, high level of quality advice from start to finish and regular reviews to suit client needs.

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£50,000

Minimum mortgage value

£0

Advice methods

Telephone
Face to face

Rivendell, Westwood Avenue, Dumfries and Galloway, Stranraer, DG9 8BT

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