Ajd Financial Services Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Tax & trust planning
- Estate planning
- Taxation planning
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Long term care
- Long term care
2 Charlotte Street, Perth and Kinross, Perth, PH1 5LL
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.
Savings & Investments.
Retirement Planning and Pensions.
Drawdown, Annuities and Enhanced Annuities.
Family and Business Protection.
Long Term Financial Planning and Reviews
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