FCA verified
18th September 2017

Antonine Investment Managers

Independent Financial Adviser Suite 3B, The Hub, Benacross Road, Grangemouth, FK3 8WH
At Antonine Investment Managers our approach is to cut through complexity and offer you clear guidance to achieve your goals.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Craig Gillon APFS
Director
adviser-person
Greig Kilpatrick APFS
Senior Consultant
Where to find us
About us

Antonine Investment Managers is a firm of independent financial advisers which offers services to both individual and corporate clients. Our principal, Craig Gillon, has more than 20 yearsʼ experience in the financial services industry and holds the Chartered Financial Planner qualification via the Chartered Insurance Institute.

Our services

We create clear and coherent plans to enable clients to meet their goals and aspirations. This is achieved by creating long-term plan across the investment, retirement and protection spectrum being mindful at all times to consider tax efficiency in our planning.
We have found that clients have little knowledge on what their financial future will look like in reality. We aim to bring this to life with a clear and concise plan which is reviewed regularly with them. This process has worked well with clients over many years and has helped us to create enduring relationships which we value greatly.

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

Our core purpose is to create, preserve and enhance our clients' wealth, and our starting point is to develop a detailed understanding of your situation. We listen to what you want to achieve and then use our experience and insight to identify potential issues and opportunities to help you plan for your future.

Following our detailed approach to creating a Professional Planning Strategy for each of our clients ensures that we are fully compliant with the regulations as set out by the Financial Conduct Authority our regulator.

For further details of our detailed approach to creating a Professional Planning Strategy, please visit our website at www.antonineim.co.uk.

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