McArthur Smith Financial Management Ltd

Independent Financial Adviser Suite B, Logie Court, Stirling University Innovation Park, Stirling, FK9 4NF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
Highly experienced and qualified advisory firm offering holistic financial planning service and building long-term relationships with their clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Buy to let
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Long term care
Meet our advisers
adviser-person
Mark Smith
Director
adviser-person
Kevan McArthur BSc APFS
Director/Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Suite B, Logie Court, Stirling University Innovation Park, Stirling, FK9 4NF

Make an enquiry
About us

Established IFA practice with over 30 years experience specialising in wealth management, investments and retirement planning.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0