Response rating
9.0/10
FCA verified
18th September 2017

Ballantyne Independent Financial Advice

Independent Financial Adviser 23 Charles Jarvis Court,, Cupar,, Fife,, KY15 5EJ
First meeting at adviser's own cost
We provide impartial wealth management with a 'client first' focus.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
John Ballantyne
Independent Financial Adviser
Accreditations
Certified Financial Planner
Where to find us
About us

John Ballantyne has been advising clients on their financial needs since 1995 and has during this time assisted clients from all ends of the spectrum, the length and breadth of Scotland and beyond.

John has a deep understanding of all his clients financial objectives and maintains a close contact with them to ensure they achieve their goals.

Our services

As Independent Financial Advisers we specialise in providing impartial financial advice on investments, retirement planning, personal and business financial protection, estate planning including inheritance tax planning and we can also assist with the planning of other forms of personal and business related taxation.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Ballantyne Independent Financial Advice is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270. VAT Registered: 107831677

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