AKL Financial Management Ltd

Independent Financial Adviser  26 Loch Drive, Helensburgh, Dunbartonshire, G84 8PY
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FCA authorised
Last authorised 3rd August 2020
We care about our clients and aim to build long term relationships based on trust and clear and straightforward advice
We can advise you on
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Annuity purchase
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Buildings and contents
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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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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Long term care
Meet our advisers
Alastair Livingstone BA ACIB DipPFS
Independent Financial Adviser
About us

We are Independent Financial Advisers specialising in Investment planning, retirement planning and equity release.

Our services

We put our clients first, taking the jargon out of financial planning. We provide reports, in plain English.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

26 Loch Drive, Helensburgh, Argyll & Bute, G84 8PY

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