at 45 Union Street, Dundee, DD1 4BS United Kingdom
Offering advice and help with all aspects of financial planning, including: investments, pensions, mortgages, and lifestyle protection.
Founded in 2008 (as Baillies Financial Services) we offer friendly and impartial advice in all areas of financial planning. Our three advisers specialise in different areas, and would be happy to have a no-obligation chat should you cloudy,confused or frightened about your financial goals and planning. Tom specialises in bringing coherence to your investment and pension planning, for both personal and corporate clients. Brian & John will guide you skilfully through the various mortgage options available, whether you're moving or simply wanting a better rate. All three advisers are experienced in providing clients with guidance on protection issues; whether it be to replace an income or provide a lump-sum in the event of illness, or accident, or death. Abertay Financial Services is a trading style of Brian Webster who is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718. This website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients' financial planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for anything you do in reliance on them without further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Please contact us now for tailored advice.
51 FB users likes Abertay Financial Services, set it to 4 position in Likes Rating for Dundee in Bank/financial services category
What does financial planning mean to you? To us proper financial planning enables clients to live the life they want to live, without worrying about money. Often clients will approach us with a specific question, such as setting up a pension, taking out life insurance, or investing a lump-sum. The desire to save and invest is one we admire, and the discipline a handy one to develop early; but to expose money to the markets without due care and attention is no more than gambling. For us the exciting work is hearing about a client's aspirations and goals, then working together to form a financial plan to attain these as soon as possible. Pensions, investments, and life insurance are the tools we use to help make goals a reality. If this article strikes a chord, we'd be happy to chat further.
Exchange Traded Funds, of which we're big fans, are now even cheaper to purchase after removal of stamp duty.