25th September 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

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Business
- Corporate pension
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- 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

Colin Rodger M.A. (Hons.) DipPFS

Director

Qualifications & Accreditations Hide qualifications

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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.

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

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
Business
- Corporate pension
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Income protection insurance
- Life insurance

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

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