Alex M Grant & Company Limited

Independent Financial Adviser  180 Mid Street, Keith, Banffshire, AB55 5BL
First meeting at adviser's own cost
A Truly Independent service which encompasses Integrity, Honesty & Loyalty at its core over the last 32 years.
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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Iain Grant
Director
Alex Grant
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Accreditations
Certified Financial Planner Chartered Financial Planner
About us

A truly Independent Company with over 60 years experience providing clients in the NE of Scotland with all aspects of financial planning. Corporate companies down to the individual.
Integrity and Service second to none as many clients will testify.
We deliver a package of unparalleled financial guidance in an accessible and approachable manner
All expenses will be discussed at your first meeting, which will be free of charge. For a no obligation consultation, please call today.

Our services

We pride ourselves on our expertise and service to clients. Our commitment to unbiased Independent financial advice is of paramount importance in delivering the best outcome for the client.

Where to find us
Head office address: 180 Mid Street, Keith, AB55 5BL
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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