Ballantyne Wealth Management

Independent Financial Adviser  8 Meadowside Road, Cupar, KY15 5DD
First meeting at adviser's own cost
Your local financial advisers for over 25 years providing independent wealth management with a 'client first' focus.
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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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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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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EEA
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Rest of world
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 22nd November 2021
Meet our advisers
MR John Ballantyne
Independent Financial Adviser

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Accreditations
Certified Financial Planner
About us

Ballantyne Wealth Management has been advising clients and their financial needs since 1995 and has during this time assisted clients from all ends of the spectrum across Scotland and beyond.

Ballantyne Wealth Management has a deep understanding of all its 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.

Where to find us
Head office address: 8 Meadowside Road, Cupar, KY15 5DD
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd November 2021

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