My Financial Services Limited

Independent Financial Adviser  My Financial Services Ltd, Aberdeen, City of aberdeen, AB10 1UP
First meeting at adviser's own cost
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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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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Life insurance
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Payment protection 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
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Ewan McCallum
Senior Financial Adviser

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

Gregor Martin
Independent Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements

About us

My Financial Services Ltd was formed in June 2004 by Gerry Towler (Principal) and Ewan McCallum. Since then My Financial have grown to become an established and well respected Independent Financial Advisers. Based in Aberdeen we service clients from Shetland to the south of England and specialise in the following areas:

Pensions - Pre & Post Retirement planning (including Final Salary Pension Transfers, SIPP’s & Property Purchase)

Investment Planning – Nisa’s, OEIC’s/Unit Trusts,
Bonds, Capital & Income protected products

Mortgages
Inheritance Tax Planning
Equity Release
Corporate Financial Planning
Auto-enrolment – Group Personal Pensions
Relevant Life Plans
Group Life Cover
Group Income Protection
Group Medical Cover
Key Person Cover

Where to find us
Head office address: My Financial Services Ltd, 42 Carden Place, Aberdeenshire, Aberdeen, AB10 1UP
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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Coronavirus (COVID-19) With regards to the rapidly changing situation with Coronavirus, we have decided to take a number of actions to protect our clients, staff members and their wider families. We remain OPEN FOR BUSINESS but our offices are closed except for a few essential members of staff. Additionally: • We are no longer offering face to face meetings during this period, but this will be reviewed after the 3 week period and we will continue to monitor the government guidelines. As an alternative, meetings can be by telephone, video call and/or email exchange. • Our offices remain accessible by appointment to deliver correspondence and supporting documentation, etc. • Some of our staff are already working remotely from home to protect them and their families and to reduce the risk to those staff working in our offices. • Where staff may have been in contact with someone who has the virus or if they show symptoms, no matter how minor, we are asking that they self-isolate. We will continue to do all we can to provide our normal levels of service to you. Thank you for your support and understanding.