Ajd Financial Services Ltd

Independent 2 Charlotte Street, Perth and Kinross, Perth, PH1 5LL
FCA verified
14th October 2019
Why should you expect anything less than personalised one to one service?
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Alistair J Duffy Dip PFS
Where to find us

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

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

Advice methods
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value