Integrated Wealth Management

Independent Financial Adviser  1A Borve, ISLE OF HARRIS, HS3 3HT
First meeting at adviser's own cost
“Time is more valuable than money. You can always get more money.” - Jim Rohn
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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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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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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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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Commercial mortgages
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Corporate pension
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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
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MRS Nicole Armstrong
Financial Planner

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

MR Scott Laurie
Director
About us

Fell Financial Planning is a trading style of IWM Group. The Fell stitch is the final stitch on a bolt of hand woven tweed or tapestry, it ties the fabric together. Modern life can pull the threads of your finances in conflicting directions between what you want, what you need, and what you can actually afford. We here at Fell Financial Planning want to help you untangle these conflicting desires so you can know, with clarity, that you can afford to ensure your needs are met and furthermore, how to make your position work for you to obtain the things you want. Traditionally, tapestries tell stories and in this way every choice you make adds to the tapestry of your life. Whether it's the big picture or a small detail, we want to help you create the tapestry of your life and fortify the story you want to tell. If you are: -a financial delegator -committed to developing a long-term plan -enthusiastic about your future success and goals -happy to share and explore new ideas -working towards a lifestyle change or early retirement -already retired We can help you.

Our services

“Planning is bringing the Future into the Present so that you can do something about it now.” – Alan Lakin

Words and figures can be confusing. Trying to picture the actual outcome can be difficult without various aids, and trying to put future concepts into current terms can be an ominous prospect.

This is why we believe that the ability to see a Lifetime Cashflow Model (based upon Your Financial Roadmap) is one of the biggest benefits we can give our clients.

Where to find us
Head office address: 1A Borve, ISLE OF HARRIS, HS3 3HT
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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