A warm welcome to Atholl Scott Financial Services from all of our team. We are independent financial advisers based in the heart of Aberdeen.
For general enquiries please go to our contact page, or call 01224 640227 and we will get back to you in due course. ASFS pride ourselves on giving sound financial advice to help clients and their families with savings, pensions and insurance. We get to know our clients well, treat clients fairly and keep in touch. Financial advice should be an ongoing relationship and not one off transactions. We aim to deliver clear and concise advice to help clients meet their financial objectives.
The July 2023 edition (summer already) of our ASFS Newsletter is available to read in our news section. Our latest edition looks at the benefits of maximising investments in your 50's and the advantages of investment bonds. We look at how to have a well diversified portfolio, and responsible investing. Tax relief on contributions helps build your pension pot and making sure you have the right tax code so that you don't pay too much tax. Changes to minimum normal pension age are also discussed.
Our newsletters from past and our latest one can be found in the news section have many informative articles on financial planning areas including long term investing, pensions and retirement goals, income drawdown, Inheritance tax, the cost of care, as well as investment specific articles and looking at building a sustainable retirement plan. We would love to speak to you about any aspect of financial advice. Please do not hesitate to contact us.
8 November 2023
Our newsletter discusses areas including - time in the market and not 'timing the market', Financial Planning in your 50's, tax planning with your pension income.
8 November 2023
In this update we look at areas including Pension Drawdown, Investment Bonds and preserving wealth for future generations.
11 July 2023
This month's newsletter looks at the benefits of maximising investments in your 50's. We also look at the advantages of investment bonds and why having a diversified investment portfolio is important, and how tax relief helps build a bigger pension pot. We look at making sure you have the right tax code so that you don't pay too much tax.
11 July 2023
The real benefits of financial Advice as well as Pension Lifetime allowance changes, Income and Capital Gains tax changes, ISA investing are all considered and discussed in this issue.
30 March 2023
Wealth succession and being prepared for passing wealth to future generations. Critical illness cover how to protect against the financial impact of serious illness. Rising prices and options on how to protect your pension income against inflationary pressures. Time to Retire - what is your retirement timeline, and tips on retirement planning in general
We offer expert advice and services
on a wide range of areas including
Wealth Management, pensions and
income drawdown advice …
Qualified financial advisers with a
combined 35 years of experience
giving sound financial advice to
clients from all walks of life …