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  11. Ajd Financial Services Ltd

Ajd Financial Services Ltd

Independent Financial Adviser  2 Charlotte Street, Perth and Kinross, Perth, PH1 5LL
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FCA authorised
Last authorised 18th October 2021
Why should you expect anything less than personalised one to one service?
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR 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)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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