Investment planning
Our clients’ investment portfolios tend not to be created in ‘one fell swoop’.
We specialise in helping our clients organise, preserve and grow their wealth, use it to lead the lives they want, and pass it on to future generations. We do so by providing sensible, clear and expert advice, developing long-term plans to meet our clients’ long-term objectives.
Fitzallan provides genuinely independent financial advice to four main groups of clients throughout the UK:
Partners in professional services firms
Private clients
Trustees
Entrepreneurs and their businesses
Our clients’ investment portfolios tend not to be created in ‘one fell swoop’.
The primary purpose of pensions is, of course, to provide income and capital to savers in retirement, and the UK government has ensured that substantial tax incentives make investing via pensions attractive.
Financial planning advice invariably has tax implications.
Fitzallan Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 401398 http://www.fca.org.uk/register.
Fitzallan Limited Registered Address: 105 West George Street, Glasgow, G2 1PB. Registered in Scotland, No. 263565.
Neither Fitzallan Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
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