About

Advanced Financial Planning Scotland Ltd

We believe high-quality advice and the best service is your right as our client, so if you want to discuss your needs and objectives with us, contact us and make an appointment to see an adviser today.

Benevolence

We believe in treating people with respect and empathy, and putting their best interests first.

Expertise

We value having a high level of knowledge, skill, and experience in financial planning.

Service

We believe in being responsive, proactive, and attentive to our clients’ needs.

Integrity

We value honesty, transparency, and ethical behaviour in all our dealings.

Cost effective

We strive to provide cost-effective solutions to help clients achieve their financial goals.

Specialising in providing comprehensive financial planning services

We love what we do.

We are a team of highly experienced individuals offering a comprehensive Financial Planning service. Between the team we have over 225 years of Financial Services experience.

We’re user first.

Whatever your objectives are, we put your needs front and centre. Whether it is pensions, investments, estate planning, mortgages or protection advice, a personalised plan will be built to help you realise your goals.

We build partnerships.

Your adviser will work with you to build your Financial Plan and will help you to navigate what can at times be the complicated world of Financial Services.