T D Armstrong Financial Planning Ltd

Independent Financial Adviser T D ARMSTRONG FINANCIAL PLANNING LTD, 27 East Port, DUNFERMLINE, FIFE, KY12 7JG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Best Wealth Management Firm Scotland 2017 Recognised in the top 1% of Financial Planning firms worldwide. 10/10 Unbiased reviews
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Max Horne
Independent Financial Planner
Accreditations
Certified Financial Planner
Fraser Rowan DipPFS
Independent Financial Planner
What our clients say
"Max Horne has looked after my Pension and Financial Planning affairs since I turned professional over 20 years ago. I feel comfortable with him looking after my finances, allowing me to concentrate 100% on the golf Course. I have no hesitation in recommending his services to other professional sports people."
Kathryn Imrie - Profesional Golfer, USLPGA Tour, Edinburgh
"Having been a customer of yours for a number of years now, I wanted to express my gratitude and appreciation for the superb service you have given me throughout. Everyone I have dealt with has been friendly, helpful and incredibly efficient. The technical assistance and advice I have received has been extremely professional and appropriate to my circumstances. You have 'looked after me' from pre retirement to retirement and I have no doubt whatsoever that you will continue to provide exceptional service and advice in the future. I would have no hesitation in recommending you to anyone who values personal service and advice, and places a premium on professionalism and excellence."
Michael A Hall - Former Chief exectuive, Standard Life Healthcare, Edinburgh
"Max Horne has been a trusted Adviser to Optical Express from our early days. He has contributed to the decision making that has helped me grow the company to become a major force in the Retail Optical Market in the UK and Europe. I have no hesitation in recommending his services for both established businesses and budding entrepreneurs."
David Moulsdale - Chief Executive, Optical Express, Edinburgh
Where to find us

T D ARMSTRONG FINANCIAL PLANNING LTD, 27 East Port, DUNFERMLINE, FIFE, KY12 7JG

Make an enquiry
About us

For over 30 years we have been giving bespoke independent holistic financial planning advice from our Dunfermline Head Office.

We do only two things. Firstly we find out all about you, your hopes, dreams, fears, likes, dislikes, what your relationship is with money, what threats you perceive, career, your family relationships, everything.

And only then can we do the second thing. With that information we can really put ourselves in your shoes and design a financial life plan that is a reflection on what kind of life I would want if I were you.

We believe that money is only a vehicle to providing a happy, secure future for you and your family.

Our services

We provide expert advice at the right time and when you need it. we guide you through your finances and provide help when you require. We are never pushy and help steer you through so that you can build a secure future for you and your family.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

T D Armstrong Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority

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