Alexander Sloan Financial Planning Ltd

Independent 1 Atholl Place, Edinburgh, EH3 8HP
FCA verified
14th October 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 review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Colin Rodger M.A. (Hons.) DipPFS
Director
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)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0