Advanced Financial Planning Scotland

Who We Are

Advanced Financial Planning is a trusted financial planning firm serving private clients and businesses across Aberdeen, Shire, and the wider UK. With over 35 years of experience, our team of friendly and experienced professionals are dedicated to guiding you towards financial security and success.

What Sets Us Apart

We believe in building long-term relationships with our clients, based on trust and open communication. We take the time to understand your individual needs and goals, and work collaboratively with you to create a personalized financial plan that aligns with your aspirations.

Financial Planning

• Comprehensive financial strategy development
• Goal-setting and budgeting
• Investment planning and risk management
• Retirement planning and pension advice
• Inheritance and estate planning

Retirement Planning & Pensions

• Pension scheme reviews and optimization
• Retirement planning for individuals and businesses
• Guidance on maximizing your pension benefits
• Strategies for transitioning towards retirement

Inheritance Tax & Estate Planning

• Creating a tailored estate plan to mitigate inheritance tax
• Writing a will and trust
• Power of attorney and lasting power of attorney establishment
• Inheritance planning for individuals and families

Wealth Management & Investments

• Investment portfolio review and optimization
• Wealth preservation strategies
• Tax-efficient investment solutions
• Regular portfolio monitoring and review

Protection

• Insurance planning for various risks such as illness, disability, or loss of income
• Mortgage advice and protection plans

Our Approach

Our planning process is collaborative and involves:

1. Discovery: Understanding your financial situation and goals

2. Analysis: Identifying potential areas for improvement

3. Solution Development: Creating a personalized plan with actionable steps

4. Implementation: Executing the plan and regularly reviewing its effectiveness

5. Communication: Clear and ongoing communication to keep you updated and informed

Our Values

Our team is driven by:

• Integrity: We act with honesty and transparency in all our dealings.
• Professionalism: We provide high-quality advice backed by extensive knowledge and expertise.
• Client-centeredness: We prioritize your needs and goals in every situation.
• Transparency: We clearly explain our processes and fees to ensure you understand the value we deliver.