Forty Two Financial Planning Ltd

Independent Financial Adviser Lochinch House, 1st Floor, 86 Dumbreck Road, Glasgow, Lanarkshire, G41 4SN
FCA verified
10th December 2018
We help people achieve their life goals through effective management of their financial affairs.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Alan Dick CFP
Director
Where to find us

Lochinch House, 1st Floor, 86 Dumbreck Road, Glasgow, Lanarkshire, G41 4SN

About us

We believe investments are boring, pensions are boring, tax is boring, financial advice is..........you get the picture

Yes, these are all very necessary but ultimately boring.

Planning your ideal lifestyle and making sure you have enough money in place at the right time to support your dream life on the other hand is not only important but also exciting and rewarding.

There are plenty of technically brilliant advisers capable of answering complex questions about financial products. In fact, regulatory minimum qualification levels should give you confidence virtually any adviser you approach is technically competent; but what if you want more?

Our services

We demystify financial advice and help people gain an understanding of what their money can do for them.

We help clients gain a clear understanding of the financial resources at their disposal (both now and in the future) and the cost of living the life they really want to live. We then create a clear strategy to make it happen.

At the heart of this process is an interactive cashflow model which brings money to life and provides a simple context for making often difficult financial decisions by showing their effect on the ability to achieve their financial dreams.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Forty Two Financial Planning is authorised and regulated by the Financial Services Authority.

Forty Two Financial Planning is a limited company registered in Scotland (SC294648)

Registered Office: 11 Portland Road, Kilmarnock, KA1 2BT.

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Our aim is to help you achieve your financial goals.