Ab1 Financial Planning Ltd

Independent AB1 Financial Planning Ltd, Alva Business Centre, 11 Alva Street, Edinburgh, EH2 4PH
Response rating
9.0 /10
FCA verified
11th November 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • 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, Alva Business Centre, 11 Alva Street, Edinburgh, EH2 4PH

Make an enquiry
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
Minimum mortgage value
£0