Ferguson Law Financial Services Ltd

Independent Financial Adviser  Inverden House, Aberdeen, City of aberdeen, AB15 4DF
First meeting at adviser's own cost
Local company offering face to face contact, without any sales jargon.
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 & retirement planning
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Pensions review
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Pensions transfer
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Stakeholder
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Buy my next home
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Buy to let
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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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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Estate planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Zander Milne BSC MBA DIP PFS
Director

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

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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 examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

About us

We are Insurance Brokers and Independent Financial Advisers. Established in Aberdeen in 1986 we have built a successful practice servicing our clients.
We offer specialist advice on pensions but not Final Salary pensions.

Where to find us
Head office address: Inverden House, 1 Queens Lane North, Aberdeen, AB15 4DF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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Coronavirus (COVID-19) With regards to the rapidly changing situation with Coronavirus, we have decided to take a number of actions to protect our clients, staff members and their wider families. WE ARE NOW OPEN FOR FACE TO FACE BUSINESS WITH THE FOLLOWING RESTRICTIONS IN PLACE: A maximum of 2 people can attend appointments, as this will allow us to maintain the 2 metre social distancing rules at all times. If you have children, we request that you do not bring them to the office at this time. You will be unable to use our toilet facilities. You will be asked to use our hand sanitiser on entering the office and when leaving. Please observe and follow the signs on the floor. As we are restricting the number of people in the office, you may be asked to wait outside (or in your car) until the previous clients have left. If you are feeling unwell prior to your appointment, please do not attend but give us a call to either rearrange or convert to a telephone appointment. If you appear to be unwell or are coughing, we will politely ask you to leave and either arrange a phone appointment or rearrange for a later date. The office will be fully cleaned between appointments. We thank you for your understanding during these strange times, but if you have any concerns, please don't hesitate to contact us.