Showing Best Selected Financial Advisors Covering Perth 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 Perth 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 Perth 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.