GS Group

Independent Financial Adviser  George Stubbs Financial Services, Perth, Perth and kinross, PH2 8BW
First meeting at adviser's own cost
Friendly, impartial advice on existing and new investments and pensions. Inheritance Tax mitigation. Business Protection (Key Person, Relevant Life, Shareholder protection)
We can advise you on
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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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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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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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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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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
Response rating
9.5/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Olga Robertson DipPFS
Independent Financial Adviser

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

About us

GS Group is an established company with a long pedigree in financial advice and planning. We have offices in Dundee, Aberdeen, Perth, Glasgow and Falkirk.

I help clients and business owners from all over Scotland.

Our services

1. Helping clients find out and decide what to do with previous employer pensions including final salary pensions.
2. Helping clients who are unhappy with returns from savings accounts.
3. Offering a second opinion service on existing investments and pensions.
4. Providing help with inheritance tax planning
5. Reviewing life cover, critical illness and business protection (Key Person, Relevant Life, Shareholder protection).

Where to find us
Head office address: George Stubbs Financial Services, South Inch Business Centre, Shore Road, Perth and Kinross, Perth, PH2 8BW
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
Response rating
9.5/10
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FCA authorised
Last authorised 29th June 2020

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