Ab1 Financial Planning Ltd

Independent Financial Adviser AB1 Financial Planning Ltd, 10a Castle Terrace, Edinburgh, EH1 2DP
Response rating
9.0/10
FCA verified
12th November 2018
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Alistair Blyth FPFS
Director, Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

AB1 Financial Planning Ltd, 10a Castle Terrace, Edinburgh, EH1 2DP

Contact us
About us

AB1 Financial Planning Ltd provides holistic financial planning to private individuals and SME corporate clients. We advise across a broad spectrum of financial services and have specialist knowledge and expertise in the field of retirement planning, including Occupational Pension Transfers and Income Drawdown. We also advise on Long Term Care planning.

At the heart of our operation lie the interests of you, the client. Together, we analyse your needs, wants & aspirations, then prioritise your objectives. Having established where you are now & where you want to get to, we provide a plan of action to try & get you there. Regular reviews then check that your plans are on track.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

AB1 Financial Planning Ltd is an appointed representative of TenetConnect Services Ltd.

AB1 Financial Planning Ltd is registered in Scotland under registration number SC262571. Registered office address: 10a Castle Terrace, Edinburgh, EH1 2DP.

Telephone:

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

The value of investments and the income from them can go down. You may not get back the original amount invested.

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

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