Alistair Young & Associates

Independent Financial Adviser Coburg Wharf, 3 Coburg Street, Leith, Edinburgh, EH6 6ET
Response rating
8.5 /10
FCA verified
19th August 2019
We offer bespoke independent financial advice to private clients and businesses primarily in the Edinburgh region.
We can advise you on
    • Annuity purchase
    • 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
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Alistair Young
Independent Financial Adviser (Partner)
Hugo Balfour-Melville DipPFS
Independent Financial Adviser
George Young
Independent Financial Adviser
Where to find us

Coburg Wharf, 3 Coburg Street, Leith, Edinburgh, EH6 6ET

Make an enquiry
About us

Alistair Young & Associates is a friendly family run financial planning practice which offers a range of payment options to suit all clients - the cost of initial consultations are met by us. We specialise in providing expert solutions to clients requiring advice in relation to financial protection, establishing and reviewing pensions and investments, assessing options at retirement and Inheritance Tax planning. We are part of the national IFA firm 2plan wealth management Ltd

Our services

We provide in depth analysis of your current situation, and can provide planning projections for estimates of income in retirement, and help you work to achieving your goals. This could involve protecting your family against death or illness, saving for school fees, saving for retirement, and also how best to structure your pension arrangements when you reach retirement. At this stage, it is also common to advise on strategies to ensure as little Inheritance Tax as possible is paid on death.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

Alistair Young & Associates is a trading name of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register ( under reference 461598.

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