Julie McIntosh

Independent Financial Adviser  5 Braehead Court, Kilmarnock, Ayrshire, KA3 7AB
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FCA authorised
Last authorised 20th September 2021
I provide professional impartial advice tailored to the individuals needs with a friendly yet professional service.
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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Building your home
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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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Equity release
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Flexible mortgages
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High loan to value
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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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Traded endowment policies
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Long term care
Meet our advisers
MRS Julie McIntosh DipFA
Independent Financial Adviser
About us

Clients meetings are typically conducted in the clients home or workplace at an agreed time. I am happy to advise clients in all aspects of their Financial Planning Needs from Savings & Investments to Pensions and Annuities as well as protection, mortgage advice including equity release and Tax Planning. I would be happy to answer any initial questions at no initial cost or obligation so do get in touch - I would love to hear from you.

Our services

Julie McIntosh offers friendly and professional comprehensive financial planning service tailored to the individuals needs. Advice includes retirement planning, investments, mortgages including equity release , protection including life cover, sickness and accident, critical illness cover and general insurance. Julie is also a Will Writer and is a member of The Society of Will Writers. She can advise on Wills and Powers of Attorney.

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
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

5 Braehead Court, Kilmarnock, Ayrshire, KA3 7AB

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