Paterson Financial Planning Ltd

Independent Financial Adviser  3rd Floor, Glasgow, City of glasgow, G2 4BL
First meeting at adviser's own cost
Our organisation is built on the trust of our clients, earning that trust through quality of service and advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Commercial mortgages
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Natalie Donnell
Financial Planner

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Richard Farquhar
Financial Planner

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 UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Damien Paterson
Managing Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Always there with advice when needed.
Margaret, Herts
About us

Paterson Financial Planning is a family firm with experience of over 20 years. Our business has been built on a solid foundation of professional knowledge, word of mouth and the trust of all of our clients.

Our aim is to provide a service that is not purely transactional but is one that offers a true 'cradle to grave' service. We will be there every step of your journey to ensure you have expert financial advice at those crucial moments where the correct financial decision is essential.

Our services

Our main business focus is in the investment and pensions arena where we provide bespoke solutions for our clients. We believe in keeping things simple with no industry jargon to cloud matters, ensuring our clients leave our offices enlightened and focussed on their goals.

Where to find us

3rd Floor, 21 Blythswood Square, Glasgow, G2 4BL

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 0.03 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.
 
Independent Financial Adviser 0.1 mi
We are the complete wealth management solutions firm of choice across central Scotland.
 
Independent Financial Adviser 0.11 mi
Being completely independent gives us and our clients the freedom to make the right decisions about their financial future.
 
Independent Financial Adviser 0.11 mi
Providing clients look with a reliable source of financial information, they can trust year in year out since 1993.