FCA verified
11th December 2017

Ajd Financial Services Ltd

Independent Financial Adviser 2 Charlotte Street, Perth and Kinross, Perth, PH1 5LL
Why should you expect anything less than personalised one to one service?
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Estate planning
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Alistair J Duffy Dip PFS
Director
Where to find us
About us

AJD Financial Services was formed in 2010 by Alistair James Duffy and was established to create a financial planning and advisory service for individual investors and business owners who still want to deal locally, on a one to one basis.
We provide financial planning that is tailored to your situation, and as an Independent Financial Advisory firm we are completely unrestricted as to whom we use or the products we use.

Our services

Savings & Investments.
Retirement Planning and Pensions.
Drawdown, Annuities and Enhanced Annuities.
Family and Business Protection.
Long Term Financial Planning and Reviews

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

AJD Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA Number 607609. Registered office: 2Charlotte Street, Perth PH1 5LL. Registered in Scotland. Company number SC370233. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK

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