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.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
5 Braehead Court, Kilmarnock, KA3 7AB
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