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  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
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Buy my next home
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Mortgage protection
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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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OEICs
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Offshore investments
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Socially responsible investments
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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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Critical illness
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Income protection insurance
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Life insurance
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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
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Mr Lachlan McLachlan
Director / Financial Adviser

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

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
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
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FCA authorised
Last authorised 20th June 2022

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