Financial Services from A+ Financial Advice
We specialise in all the areas of family protection (income, life, mortgage, critical illness). We also advise and arrange business protection such as relevant life and key person cover. Investments both on and offshore, ISA's, Unit Trusts, Investment bonds etc.
We can assess your pension provision, arrange your mortgage or re-mortage. We also provide tax planning and can provide trusts to mitigate or minimise tax and IHT liabilities.
In short, we help you, the client, achieve your financial goals.
Tax planning, Trusts and Inheritance tax planning are not regulated by the Financial Conduct Authority.
Tax treatment is based on individual circumstances and may be subject to change in the future.
We are your trusted first choice.
A Plus Financial Advice are face-to-face Independent Financial Advice experts with a deep background in ethical and socially responsible financial services. We provide services in a range of areas across the financial advice spectrum including Investments, Pensions, Protection and Mortgages.
We provide advice to clients throughout Scotland. Get in touch today for an initial meeting to establish your needs and objectives!
Here for your financial journey.
Our range of financial services is specifically designed around the 'financial journey'. We understand the complexity of many of the financial choices life throws at you along the way; your mortgage, saving for children, long-term savings, retirement planning and pensions.
Whatever your situation, we tailor our expert, independent advice to best suit your needs. Click here for to learn more about the full range of services we offer.
Truly independent advice.
You can be confident and trust the advice we provide is entirely impartial and unbiased. We take pride in our independent status and any financial service or product recommended by us is based solely upon what we believe to be the best possible solution for you based on your needs, circumstances and preferences.
A Plus Financial Advice Ltd is an appointed representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority, and registered with Unbiased. Click here to find our profile on Unbiased.co.uk.
