Connect Financial Services

Independent Financial Adviser  42 Westbourne Crescent, Glasgow, Dunbartonshire, G61 4HD
First meeting at adviser's own cost
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 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
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Ken Baxter BA(econ), Dip PFS
Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Scott Buchanan Dip IP(CIBOS)
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

What our clients say
Considering how many pensions I had and how little I knew about them, they made sure I knew what each plan did and the likely benefits available from them, before recommending what was best for the future.
Jane Reid, Edinburgh
I was more than happy with the advice I was given, which helped me understand my options and invest my money in the best possible way for my families future.
David Dunsley, Glasgow
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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 15th January 2020

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