Lachlan McLachlan Dip PFS AML Associates Financial Services Ltd

Independent Financial Adviser  27 Hairmyres Park, Glasgow, Lanarkshire, 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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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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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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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
Response rating
9.4/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 29th June 2020

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