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
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
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

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.

Where to find us

23 Charles Jarvis Court,, Cupar,, Fife,, KY15 5EJ

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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