Want to speak to us directly? Call 01224 640227
Trusted
Financial Advice
Protect &
Build Assets
Assurance &
Reliability

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.

Atholl Scott Financial Services Ltd

Victoria House
13 Victoria Street
Aberdeen
AB10 1XB

Tel: +44 (0) 1224 640227

Authorised and regulated by the Financial Conduct Authority, FCA No 136917

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

Complaints - If you wish to register a complaint, please write to -
The compliance officer, Atholl Scott Financial Services Ltd, Victoria
House, Victoria Street, Aberdeen, AB10 1XB, telephone - 01224 640227

Latest News Articles, Documents & Newsletters

Smart Money Newsletter November 2023

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.

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ASFS September/ October newsletter

8 November 2023

In this update we look at areas including Pension Drawdown, Investment Bonds and preserving wealth for future generations.

Download

July 2023 Smart Money Newsletter

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.

Download

May 2023 Smart Money Newsletter

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.

Download

March 2023 Smart Money Newsletter

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

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Take a look at
our services

We offer expert advice and services
on a wide range of areas including
Wealth Management, pensions and
income drawdown advice …

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Who are Atholl
Scott Financial Services

Qualified financial advisers with a
combined 35 years of experience
giving sound financial advice to
clients from all walks of life …

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Want to speak to
us directly?

Just get in touch on
01224 640227 or contact

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Have you visited our accountancy website Atholl Scott Accountants?

Atholl Scott Financial Services

Victoria House
13 Victoria Street
Aberdeen
AB10 1XB

Tel: +44 (0) 1224 640227
Fax: +44 (0) 1224 647724