This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. Scotland
  6. breadcrumbs-arrow
  7. City Of Edinburgh
  8. breadcrumbs-arrow
  9. Edinburgh
  10. breadcrumbs-arrow
  11. Alexander Sloan Financial Planning Ltd

Alexander Sloan Financial Planning Ltd

Independent Financial Adviser 1 Atholl Place, Edinburgh, EH3 8HP
FCA verified
11th June 2018
Alexander Sloan Financial Planning Ltd is an Independent Financial Adviser. Our clients trust in our experience and expertise.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Income protection insurance
    • Life insurance
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Colin Rodger M.A. (Hons.) DipPFS
Director
Where to find us
About us

Alexander Sloan Financial Planning Ltd is an independent IFA and is the financial services arm of Alexander Sloan, Chartered Accountants. We have offices in Edinburgh and Glasgow. Colin Rodger, our client adviser has worked in financial services since 1981 and is committed to providing high quality advice and service based on trust, experience and expertise.

Our services

We follow a 4 step planning process:
Where are you now?
Where do you want to be?
What are the options?
Which one is best for you?
It's simple- it works.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

We are authorised and regulated in the UK by the Financial Conduct Authority.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

GRC Financial Management Ltd
Independent Financial Adviser 0.05 mi
Whether it be pension or investment advice; we specialise in helping our clients prepare for retirement and beyond.
 
See profile
Principal & Prosper Holdings Limited
Independent Financial Adviser 0.14 mi
We are a Chartered Firm of Financial Planners providing independent advice to individuals, business owners, professionals and those nearing retirement.
 
See profile
Capital Risk Management
Independent Financial Adviser 0.15 mi
Honest advice at a fair price where the client is put first.
 
See profile
Wren Sterling
Independent Financial Adviser 0.15 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.