Antonine Investment Managers

Independent Financial Adviser  Suite 3B, Grangemouth, FK3 8WH
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FCA authorised
Last authorised 11th January 2021
Our approach is to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving them the financial freedom to eventually work through choice and not necessity.
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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OEICs
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Offshore investments
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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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Critical illness
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Income protection insurance
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Life insurance
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Payment protection 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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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Craig Gillon APFS
Director
Greig Kilpatrick APFS
Associate Director
About us

Antonine Investment Managers is a firm of independent financial advisers which offers services to both individual and corporate clients.

All the financial advisers in the firm hold the Chartered Financial Planner qualification and the firm has also been awarded the title of 'Chartered Financial Planner' via the Chartered Insurance Institute.

This status allows us to demonstrate our professional commitment to raising standards of knowledge, capability and ethical practice. As a Chartered firm, we ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We must also work in an ethical manner that places our clients' interests at the heart of the advice we give.

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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

Suite 3B, The Hub, Benacross Road, Grangemouth, FK3 8WH

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