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.
In our November edition of Smart Money we look at many areas including - the importance of having diversified investment portfolios, taking advice on pension consolidation and focusing on your retirement goals and regularly reviewing them. Other articles discuss understanding the impact of Inheritance tax and giving consideration to what financial safety net you have in place should you be unable to work.
Our newsletters and guides 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 income drawdown, Inheritance tax, long term care, as well as investment specific articles and looking at building a sustainable retirement plan. Please do not hesitate to contact us if you would like to discuss any of these topics.
18 November 2024
In this edition we look at the importance of having a diversified investment portfolio, taking advice on pension consolidation and focusing on your retirement goals and regularly reviewing them. Articles also include understanding the impact of Inheritance tax and giving consideration to what financial safety net you have in place should you be unable to work.
8 July 2024
This month we look at areas including managing pension pots effectively, reducing capital gains tax liabilities, estate planning and trusts and financial protection to protect you and your loved ones.
1 July 2024
Planning ahead and looking at securing your finances for the future.
3 May 2024
Inheritance Tax Planning, ISAs, enhancing your pension contributions for a better retirement, making a Will and the costs of later life care are all discussed in this issue.
4 March 2024
Protecting from financial scams, tax year end investment planning, managing finances as a couple, adjusting pensions to suit changing retirement plans and investing in green sustainable pension funds are looked at in the current issue.
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 …