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  11. J L S Associates

J L S Associates

Independent Financial Adviser  Orwell House, Perthshire, KY13 9YQ
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FCA authorised
Last authorised 2nd August 2021
straightforward financial advice tailored to your needs
We can advise you on
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Ethical investments
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Savings for children
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Buildings and contents
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Taxation planning
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Group Pension/Stakeholder
Meet our advisers
MR Gordon J Smith DIP PFS BSC(HONS)
I F A
MRS Jackie Smith
Ifa
About us

Welcome to JLS Associates.
We provide straightforward financial advice tailored to your individual needs.
With have more than 40 years experience in advising clients, we believe financial planning is a lifetime commitment. Our relationship with you is at the heart of everything we do. We'll be there for you and your family at every stage along life's journey including advice from protecting your family, finding the right mortgage right through to wealth management and retirement planning.
We also provide corporate financial planning and advice for small to medium-sized businesses, offering you the same lifetime commitment as we do our personal clients.
Our corporate services include group and directors pensions, keyman and shareholder protection and tax-efficient investments.
Your first meeting will be free of charge at which time all costs will be discussed. For a no obligation consultation please call today. Alternatively you can e-mail on <email address hidden>

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

Orwell House, Manse Road, Milnathort, Perthshire, KY13 9YQ

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