Connect Financial Services

Independent Financial Adviser  42 Westbourne Crescent, East Dunbartonshire, Glasgow, G61 4HD
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FCA authorised
Last authorised 25th October 2021
At Connect Financial Services, we take pride in providing a personal, professional and bespoke financial advice service
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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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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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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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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Large business
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Life 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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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 Ken Baxter BA(econ), Dip PFS
Managing Director
MR Scott Buchanan Dip IP(CIBOS)
Director
About us

At Connect Financial Services, we work as a team, which makes us very different to the majority of financial advice firms.

As well the relationship you have with your Consultant, you will also have a team of experienced individuals working behind the scenes to help you to achieve your goals through research, reporting and the administration that goes hand in hand with the financial advice process.

We ensure you understand your options, how the products work and all of the costs involved, including our fee, before processing any business on your behalf.

Our services

We understand that financial services can be confusing for a lot of people. We pride ourselves in taking time to make sure that all our clients fully understand, and are comfortable with, both Connect Financial Services and the advice we provide. All our clients have their own dedicated adviser to ensure continuity of advice in the future Our independent status is vital to our clients, as it enables us to give full impartial advice and to provide tailor made solutions from the most appropriate selection of products and services, ensuring their needs and objectives are met.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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

42 Westbourne Crescent, Bearsden, East Dunbartonshire, Glasgow, G61 4HD

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