1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Scotland
  6. breadcrumb-arrow
  7. Lanarkshire
  8. breadcrumb-arrow
  9. Glasgow
  10. breadcrumb-arrow
  11. Lachlan McLachlan Dip PFS AML Associates Financial Services Ltd

Lachlan McLachlan Dip PFS AML Associates Financial Services Ltd

Independent Financial Adviser  27 Hairmyres Park, Glasgow, G75 8SS
First meeting at adviser's own cost
My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Mortgage protection
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr Lachlan McLachlan
Senior Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
About us

AML Associates are a fully Independent Financial Adviser firm with no allegiance to any provider therefore putting the client first in everything we do. We are based in the central belt of Scotland and provide excellent customer service delivered with a smile.

Our services

Understanding client needs and objectives
Project Management, holistic approach to help clients plan for their future
Retirement Planning, Pension Drawdown
Mortgages
Family Protection,
Financial Planning & Wealth Management
Business Investment and Protection Shareholder
Inheritance Tax & Inter-generational Planning
SME’s Helping Employers & Employees understand pensions
Tax Mitigation

Where to find us
Head office address: 27 Hairmyres Park, East Kilbride, Glasgow, G75 8SS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

Lisa Rooney - True Potential Wealth Management G72
Restricted - whole of market 1.41 mi
A Qualified Financial Adviser with over 15 years’ experience working in the Financial Planning industry offering affordable, honest & transparent advice throughout Scotland.
 
See profile
Succession Wealth
Independent Financial Adviser 1.48 mi
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
 
See profile
Alexander House Financial Planning Ltd
Restricted - whole of market 1.6 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
 
See profile
S W Financial Management Limited
Independent Financial Adviser 1.71 mi
With more than 20 years experience within financial services, I always try to get the extra mile for my clients by providing information/advice that is specific to their individual circumstance.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.