Showing Best Selected Financial Advisors Covering Aberdeen Area
Paul Heneghan CFP FPFS Certs CII (MP & ER)
STERLING WEALTH MANAGEMENT
07487 797 133
0141 266 0116
I am one of the highest qualified financial advisers in the UK. I hold the industry leading Chartered Financial Planner (CFP designation) and I am also honoured to hold the FPFS (Fellow of The Personal Finance Society), the most prestigious title in UK Financial Planning and the highest designation awarded by the PFS. I also hold the Society of Later Life Advisers Accreditation (SOLLA) which means that I specialise in dealing with retirement and later life planning…
Over 25 years experience
No-obligation, one-hour initial consultation
Restricted advisor
Covers whole of Aberdeen area
Areas of expertise:
Savings & Investment Planning
Retirement Planning
Retirement Income
Inheritance Planning
Later Life Planning
Julian Parrott BA (Hons) DipPFS CeMAP
ETHICAL FUTURES
0131 557 6677
Established in 2005, Ethical Futures llp are independent financial advisers based in Edinburgh. At Ethical Futures, we believe that your money can help change your world therefore, we offer investments and financial products that are in line with your own ethical standpoint…
Over 30 years experience
No-obligation, initial meeting
Independent advisor
Covers whole of Aberdeen area
Areas of expertise:
Ethical Investments
Full Financial Planning
Retirement Planning
Family Protection
The value of investments may go down as well as up and is not guaranteed; therefore investors may not get back the amount originally invested. Ethical Futures LLP is a limited liability partnership registered in Scotland no: S0300638 and is authorised and regulated by the Financial Conduct Authority.
Who needs financial advice in Aberdeen?
Aberdeen has an interesting demographic profile. Its population is somewhat older than the national average and a substantial proportion were actually born outside of Scotland. Most of the houses in Aberdeen are privately owned by there is a sizeable proportion that are rented from the council. Interestingly, according to Wikipedia, a postcode in Aberdeen has the second highest number of millionaires of any postcode in the UK. With its older population, people searching for financial advisors in Aberdeen are more likely to be interested in retirement and pension planning, particularly older and newer settlers in the area who may have a number of different pension schemes from previous employment. Others will be looking for mortgage advice to get onto the housing ladder.