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Independent Financial Adviser  68 John Finnie Street, Kilmarnock, KA1 1BS
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FCA authorised
Last authorised 1st March 2021
One stop shop for all your financial needs , as independent financial advisers we will save you time and money
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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Bad credit
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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 commercial property
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Buying first home
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Buying overseas
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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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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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Commercial mortgages
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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
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Group risk
Meet our advisers
MR Alan Brown
mortgage and protection adviser
MR Murray Wallace
I F A
About us

We are a small and friendly business and have been based in Kilmarnocks John finnie Street for sixteen years now , we have over thirty yeras of experiance advising clients in every aspect of their personal financial planning either at home or in our office ,from mortgages to pensions we are fully qualified and as such we are able to give a balanced and full assesment .
we cover all investment types including ISA ,s Unit trusts , Investment Trusts ,ETF s , Pension Transfers and regular premium , childrens Savings plans.

Our services

My name is Murray Wallace and I have been advising my clients since 1992 and base all my recommendations on what’s best for you at all times. As an independent financial adviser my company has access to the whole of the market unlike banks or restricted advisers.
We will deal with everybody on an individual basis and therefore you do not have to have a certain amount to invest. We will take a holistic view of your overall financial situation, that’s why our customers keep coming back and are more than happy to refer family and friends.

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

68 John Finnie Street, Kilmarnock, KA1 1BS

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