North East Financial Planning Ltd.

Independent Park House Business Centre, South Street, Elgin, Moray, IV30 1JB
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
14th October 2019
We offer personal independent advice to cater for all clients from all walks of life with flexible working hours.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Chantal Milton
Karen Norvell DipPFS
Financial Adviser
Darren MacDonald MA (Hons) AdvDipFA CertSMP CertPFS (DM) AwPETR Chartered ALIBF
Chartered Financial Adviser
Where to find us

Park House Business Centre, South Street, Elgin, Moray, IV30 1JB

Make an enquiry
About us

At North East Financial Planning Ltd, we have more than 20 years of combined industry experience in Financial Services. We have both qualified and chartered financial advisers specialising in all areas of financial planning, ensuring that you have access to expert advice as and when your requirements change.

In this time we have dealt with most situations. We take the time to understand your objectives and we listen to your needs, this allows us to tailor a bespoke experience and implement your individual plan.

If you have a family to protect, savings you want to grow, or want a better retirement, we can help.

We are specialists in pensions, retirement planning, estate and trust work, ensuring you get the most out of retirement and making sure your money goes to the right people, when you want it to. Trusts can also help to reduce or eliminate Inheritance Tax.

If you think you could benefit from some guidance, then please contact us. There is no charge for any of our initial meetings and if there are costs associated with anything we recommend, we will tell you well in advance so that you can decide if you want to proceed with us.

Our services

We are specilists in pensions, retirement planning, taxation and trusts. We also specialise in finance including commercial and development finance, long term care planning and investments.

'Winners of the Highlands and Islands Business Awards for Best Innovative Finance Deal 2018'

Contact us directly today for your free friendly chat. All offers maintained.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000