GS Group

Independent Financial Adviser  George Stubbs Financial Services, Perth, Perthshire, PH2 8BW
First meeting at adviser's own cost
Call me, if you want a no-obligation chat with an experienced and trusted Independent Financial Adviser about your financial needs. I am approachable and explain complex financial matters in simple way.
We can advise you on
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Auto enrolment
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Defined benefit
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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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Employee benefits
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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
Response rating
9.3/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MS Olga Robertson DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

About us

My advice is based on trust, understanding of your needs and years of experience in financial services. We will find solutions to achieve your goals together and my recommendations will be delivered in a friendly, simple, clear and professional way.

Why don't you give me a call to chat and find out if I may be able to help you?

Whatever your preference is, I am happy to meet you at your home, one of our offices or set up a Zoom or Teams video call.

Our services

My advice is holistic and covers all areas of Financial Planning whether you are looking to grow your assets, produce income or protect your family or business. I can help various types of clients whether they are cautious or adventitious by nature.

I can specifically help you with the following:

1. Pre and Post Retirement Planning whether you need help with deciding what to do with your previous and current personal and employer pensions or not sure if you are saving enough for your retirement.

2. Savings and Investment Planning whether you have a lump-sum to grow or you are not happy with returns on your existing investments.

3. Estate and Inheritance tax Planning.

4. Protection of your Family and Business to ensure your goals can still be achieved should you die unexpectedly or you are diagnosed with a critical illness.

Where to find us
Head office address: George Stubbs Financial Services, South Inch Business Centre, Shore Road, Perth, PH2 8BW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

We do not advise on final salary schemes directly, however, we can arrange an introduction to one of the trusted pension transfer specialists on our panel.

Response rating
9.3/10
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FCA authorised
Last authorised 25th October 2021

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