This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. Scotland
  6. breadcrumbs-arrow
  7. Inverness
  8. breadcrumbs-arrow
  9. Inverness
  10. breadcrumbs-arrow
  11. Advanced Investment & Retirement Planning Ltd

Advanced Investment & Retirement Planning Ltd

Independent Financial Adviser 7 Ardross Street, Inverness, Highlands, IV3 5PL
First meeting at adviser's own cost
Response rating
9.4 /10
FCA verified
16th September 2019
A local firm of Independent Financial Advisers who pride ourselves on providing fair, well researched and transparent financial advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Employee benefits
    • Group pensions
    • Group protection
Make an enquiry Request a call back 01463 357930 Recommend to a friend
Meet our advisers
Ross Smith DipFA CeMAP MIFS
Practice Principal
What our clients say
Is always available for advice on any financial matters, I can ring Ross at any time, and always get a prompt return call if he is engaged when I call.We have had really sound advice and planning towards our future financial decisions, while he is very honest, if he feels he needs to look into something beforehand, he will say so quite categorically. I worked in banking for much of my career, and know a little about finance, and we are really happy with the service. He comes highly recommended!
Patricia MacKay, Dornoch
Having taken over from our previous FA of many years, he has continued the excellent service we have come to expect.Over the changing circumstances, from full time work > part time work following early retirement > and now fully retired. Guiding us through the financial crash and minimising our losses, we have had complete confidence in him. He is always fully aware of our needs and objectives.
George Worrall, Nairn
Ross has provided me with financial advice for the last three and a half years. This has seen me into my retirement and the selling of my house. A number of different financial scenarios have arisen in this time. He has always been clear and comprehensive when discussing with me the various options. He advises me each time I see him of his responsibilities and obligations. He has been willing to undertake consultations at home. He or his secretary are prompt in responding to my queries.
Malcolm Baxter, Bonar Bridge
Where to find us

7 Ardross Street, Inverness, Highlands, IV3 5PL

Make an enquiry
About us

We are a small, local based company who pride ourselves on fair, transparent and professional advice. The roots of the business are firmly embedded in the Highlands and it has evolved from the original business belonging to Rod MacDonald (IFA), dating back to the 1990’s. It has gone through a number of changes over the last few years, with the most notable involving a change to Limited company status in 2009. We have a very loyal group of clients and connections and work on a referral basis.

Our services

The main area which we are involved in is portfolio management and providing regular ongoing reviews for clients to help them meet their investment objectives, whether that be short, medium or long term growth, saving for a specific event or for providing income.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Advanced Investment & Retirement Planning Ltd is an Appointed Representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back 01463 357930 Recommend to a friend
Contact options
Make an enquiry Request
a call back 01463 357930 Recommend to a friend

Similar advisers near you

Achieve Financial Planning Limited
Independent Financial Adviser 0.37 mi
You can trust us to provide excellent advice at a reasonable cost cost. We also provide a comprehensive ongoing service.
 
See profile
Watson Wood Financial Planning
Independent Financial Adviser 1.6 mi
Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
 
See profile
Succession Wealth - Mackenzie Investment
Independent Financial Adviser 2.14 mi
With offices in both Inverness & Elgin our four Financial Planners have over fifty years experience in Financial Services.
 
See profile
Sandringham Financial Partners Ltd
Independent Financial Adviser 2.69 mi
Sandringham Financial Partners is a UK market-leader in the provision of tailored independent financial advice.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.