1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Scotland
  6. breadcrumb-arrow
  7. Perth And Kinross
  8. breadcrumb-arrow
  9. Perth
  10. breadcrumb-arrow
  11. Ajd Financial Services Ltd

Ajd Financial Services Ltd

Independent Financial Adviser  2 Charlotte Street, Perth and Kinross, Perth, PH1 5LL
check
FCA authorised
Last authorised 18th January 2021
Why should you expect anything less than personalised one to one service?
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Estate planning
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
Alistair J Duffy Dip PFS
Director
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
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

2 Charlotte Street, Perth and Kinross, Perth, PH1 5LL

Similar advisers near you

Aberdein Considine & Co
Independent Financial Adviser 0.15 mi
We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.
 
See profile
Wren Sterling
Independent Financial Adviser 0.72 mi
We're an Independent Financial Adviser, working with private individuals and corporate clients.
 
See profile
GS Group
Independent Financial Adviser 1.1 mi
Friendly, impartial advice on existing and new investments and pensions. Inheritance Tax mitigation and Business Protection (Key Person, Relevant Life and Shareholder protection).
 
See profile
Wren Sterling
Independent Financial Adviser 12.99 mi
We're an Independent Financial Adviser, working with private individuals and corporate clients.
 
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.