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  11. Cailean Ltd

Cailean Ltd

Independent Financial Adviser  7 Adam Hunter Court, Kelty, Fife, KY4 0BF
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FCA authorised
Last authorised 10th May 2021
Cailean provide a financial planning service tailored to your needs that will help you understand where you are financially.
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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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Commercial mortgages
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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
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Group risk
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Long term care
Meet our advisers
MR Colin McGugan
Independent Financial Adviser
MISS Kathryn Tomlinson DipPFS
Independent Financial Adviser
About us

I enjoy helping my clients with the various different types of financial planning required at their various life stages. This can be from helping buy their first property, ensuring adequate protection for the family, investment of capital, planning for retirement and helping with the transition when no longer working and needing to use investments that have been built for income.

Our services

"I believe great financial advice is at the core of building a more certain financial future for my clients. I provide peace of mind that your financial future is more secure as a result of working with me, which is why I offer a no obligation initial meeting to demonstrate the benefits of becoming a client."

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

7 Adam Hunter Court, Kelty, Fife, KY4 0BF

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