01415647700 info@fitzallan.com

Our services

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We provide a range of financial advice and planning services to individuals and businesses.  Our services are designed to grow and protect wealth in a tax-efficient way.

For individuals, we specialise in the following areas:

  • Pension planning
  • Investment planning
  • Protection
  • Tax planning 

Our range of services for businesses includes: 

  • Advising business owners and key employees on pension provision and personal finance
  • Shareholder/partnership protection
  • Key personnel protection  
  • Employee benefit provision, including group protection and pension provision 

Please click on the links on the left for more information.

Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.

 

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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

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.