Alexander Sloan Financial Planning Ltd

Independent Financial Adviser 1 Atholl Place, Edinburgh, EH3 8HP
FCA verified
9th December 2019
Alexander Sloan Financial Planning Ltd is an Independent Financial Adviser. Our clients trust in our experience and expertise.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group income protection
    • Group life insurance
Meet our advisers
Colin Rodger M.A. (Hons.) DipPFS
Where to find us

1 Atholl Place, Edinburgh, EH3 8HP

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.

Advice methods
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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Your personal wealth. Our personal responsibility.