George Young IFA

Independent Financial Adviser  9 Kennedy Crescent, Tranent, East lothian, EH33 1DN
First meeting at adviser's own cost
I offer independent financial advice (whole of market) to private and business clients, primarily in the Edinburgh & Lothians area.
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 & 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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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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OEICs
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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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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Taxation planning
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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
Response rating
9.5/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
George Young
IFA

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

About us

I have been a Financial Adviser for over 30 years and my practice offers a range of fee payment options to suit all clients - the cost of an initial consultation is met by me. I specialise in providing expert solutions to clients requiring advice in relation to financial protection, establishing and reviewing pensions and investments, assessing options at retirement as well as Inheritance Tax planning. I work as part of the national IFA firm 2plan Wealth Management Ltd.

Our services

I can provide an in-depth analysis of your current situation, and provide planning projections for savings /investment needs as well as income in retirement and help you work towards achieving your goals. This could involve protecting your family financially against death or illness, saving for school & university fees, saving for retirement, and also how best to structure your pension arrangements when you reach retirement. At this stage, it is also common to advise on strategies to reduce any Inheritance Tax liability that you possibly may have on death.

Where to find us

9 Kennedy Crescent, Tranent, East Lothian, EH33 1DN

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 17th February 2020

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