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  11. Heard Hamilton Financial Planning Ltd

Heard Hamilton Financial Planning Ltd

Independent Financial Adviser  52 High Street, Selkirk, TD7 4DD
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FCA authorised
Last authorised 10th January 2022
Our independence is important to us and allows us to tailor the most appropriate solutions to each client’s needs.
We can advise you on
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Annuity purchase
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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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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Life insurance
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Capital gains tax
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Estate planning
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Corporate pension
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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
Meet our advisers
Julia Laverty MA(Hons) DipPFS
Independent Financial Adviser
David Heard DipFA MLIBF
Independent Financial Adviser
About us

Heard Hamilton Financial Planning Ltd is a firm of independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA).

We have over 30 years’ experience providing financial advice to individuals and businesses all over Scotland and the north of England.

We can meet you in your own home, your place of work or at our office – wherever is most convenient.

As well as providing general financial advice we also provide specialist advice to the teaching, veterinary, dental and medical professions.

The first stage of our financial planning process is an initial no obligation consultation where we will find out what help you require, discuss the options available to you from our menu of services and provide you with information about the cost of our services.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

52 High Street, Selkirk, TD7 4DD

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