FCA verified
20th November 2017

Alexander Sloan Financial Planning Ltd

Independent Financial Adviser 1 Atholl Place, Edinburgh, EH3 8HP
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
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.

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