1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Scotland
  6. breadcrumb-arrow
  7. West Lothian
  8. breadcrumb-arrow
  9. Livingston
  10. breadcrumb-arrow
  11. Peebles Financial Ltd

Peebles Financial Ltd

Independent Financial Adviser  107 Avalon Gardens, Linlithgow, EH49 7PL
check
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
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
  • icons
    Face to face

107 Avalon Gardens, Linlithgow, EH49 7PL

Similar advisers near you

GMB Portfolio Services Ltd
Independent Financial Adviser 0.39 mi
A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
 
See profile
Tryst Financial Ltd
Independent Financial Adviser 0.98 mi
We are a holistic independent financial advice firm, servicing clients throughout Scotland at their home or our office in Larbert.
 
See profile
Robert Hope - True Potential
Independent Financial Adviser 1.18 mi
You'll receive straightforward, honest advice from me and I'll explain all the options available to you. True Potential are still active in the Final Salary transfer market and are very competitive on the advice fees we charge.
 
See profile
Alexander House Financial Planning Ltd.
Restricted - whole of market 1.72 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.