Advanced FP -Financial Advisers based in Inverurie, Aberdeenshire

Friendly & Experienced Team of Financial Planning Professionals

Serving private clients and businesses across Aberdeen City, Shire and the wider UK for over 35 years.

Advanced Financial Planning Scotland Limited

Ask anyone, we love what we do. We’re passionate about our craft and we’ve proven our ability to generate real results, helping clients to grow and meet their objectives.

Successful planning is all about expertise and regular review, and in identifying and managing change. Once an agreement has been made to do business, our clients commit to regular (at least annual) reviews, to ensure financial plans remain on track.

Services for everyone

Our Services

Financial Planning is an ongoing process of developing strategies that comprehensively manage your finances to match both your current and future lifestyle goals.

Financial Planning

Financial Planning is an ongoing process of developing strategies that comprehensively manage your finances to match both your current and future lifestyle goals.

Investments

We provide advice on a range of investments, including Individual Savings Accounts (ISAs), cash deposits and more complex arrangements.

Pensions

Guidance on all areas of retirement planning from setting up a new pension to advice on what to do with existing pensions, and look at ways to maximise the returns available.

Estate Planning

Create a plan to pass on your wealth in the most tax efficient manner.

Protection

Providing protection advice for your family or business in the event of ill health, long term sickness or unforeseen circumstances.

Mortgages

We offer mortgage advice to source deals available for first time buyers, home movers and buy to let arrangements.

YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the laws relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.

in partnership

We are proud to have the backing and support of the Openwork Partnership.

Successful planning is all about expertise and regular review, and in identifying and managing change. In order to achieve this, we must ensure we have robust and compliant processes for all of our business, and this is where Openwork come in.

Openwork provides us with the following:

Access to pensions, investments, mortgage and protection products from some of the UK’s biggest brands.
Payment administration and reconciliation services.
Regulatory support.