Alexander Sloan Financial Planning Ltd

Independent Financial Adviser  1 Atholl Place, Edinburgh, City of edinburgh, EH3 8HP
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FCA authorised
Last authorised 21st September 2020
Alexander Sloan Financial Planning Ltd is an Independent Financial Adviser. Our clients trust in our experience and expertise.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
Meet our advisers
Colin Rodger M.A. (Hons.) DipPFS
Director
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
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

1 Atholl Place, Edinburgh, EH3 8HP

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Your personal wealth. Our personal responsibility. Enquire to arrange an initial meeting today, free of charge.