Investax Limited

Independent Financial Adviser  5 Blythswood Square, GLASGOW, Lanarkshire, G2 4AD
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FCA authorised
Last authorised 11th October 2021
We have been managing wealth for 30+ years. We help you increase your wealth and minimise the tax you pay.
We can advise you on
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Pension consolidation
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Pension drawdown
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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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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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Unit trusts
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Lump sum
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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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Corporate pension
Meet our advisers
MR Stephen Lawson
Director
MR Martin Robertson
Director
About us

As an independent company founded in September 2001, we clearly set our focus on our clients’ best interests. We are not attached to a larger firm or organisation, and this enables us to maintain our objectivity at all times and provide our clients with the best possible advice to help them to achieve their personal and business goals.

We both have extensive experience around all aspects of investment planning with our strengths lying in asset allocation and portfolio construction. Our collaborative approach is a combination of Stephen’s tax and accountancy skills and Martin’s pensions and investment expertise.

Rarely will you find this combination in one company; that’s why we are uniquely placed to provide unrivalled investment and tax planning advice and can manage all of your financial affairs including investments, pensions, estate and tax planning under one roof.

At Investax, we don’t follow a formula or script. The approach we take is based purely on your circumstances, aspirations, attitude to risk and goals. We will provide you with a clear financial direction that helps us to understand your objectives, maximise your asset base and minimise your tax liability.

Our services

Investax Limited was formed in order to offer wealthy individuals and families the ideal combination of experience and knowledge to help them make more informed financial decisions and to have a better understanding of the implications of those decisions.
We provide a highly personalized approach to addressing your financial situation!
Investing money is just one aspect of what we do. Our expertise is in proper asset allocation, financial planning, and wealth management and as a client you also gain access to Stephen Lawson, a Chartered Accountant and Martin Robertson, a Financial Planner ensuring a robust and highly tax efficient solution.

Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

5 Blythswood Square, GLASGOW, Lanarkshire, G2 6DB

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