Peebles Financial Ltd

Independent Financial Adviser  107 Avalon Gardens, Linlithgow, EH49 7PL
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FCA authorised
Last authorised 1st March 2021
The first consultation is at my cost and will help me establish your current circumstances and your future objectives .
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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Buy my next home
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Equity release
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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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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life 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
Meet our advisers
MRS June Banks
Independent Financial Adviser
About us

I have been a financial adviser for over 20 years I spent many years as an Adviser with Legal & General and moved to Peebles Financial Ltd in 2016.
As an independent financial adviser I have access to thousands of financial products and therefore have no ties to any one provider. I analyse the whole market to ensure that you invest in an appropriate product that suits your personal goals and objectives.

Our services

I carry out an extensive fact finding process to make sure that you get a specific recommendation that takes a level of risk that is appropriate for you. You can be assured that you will be well looked after, whether you want to discuss any aspect of new or existing pensions, pension consolidation, investments for income or growth, estate planning or protection plans to protect your loved ones.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

107 Avalon Gardens, Linlithgow, EH49 7PL

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