Alistair Young Financial Ltd

Independent Financial Adviser  Coburg Wharf, Edinburgh, EH6 6ET
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FCA authorised
Last authorised 20th September 2021
We offer bespoke independent financial and mortgage advice to private clients and businesses primarily in the Edinburgh region.
We can advise you on
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Annuity purchase
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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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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
MR Alistair Young
Independent Financial Adviser (Partner)
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, Setting up new mortgages, remortgages, Equity Release 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. We can also deal with any mortgage needs whether it be for first time buyers, or remortgaging for a better fixed rate with a different lender, raising capital for home improvements or debt consolidation. Or provide Equity Release advice for those over the age of 55 who may find themselves equity rich yet cash poor.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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

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