Buchanan & Associates Financial Planning

Buchanan & Associates Financial Planning Ltd is a dedicated team of experienced financial advisors based in Stonehaven, Kincardineshire. We provide unbiased and personalized financial advice to a diverse clientele, encompassing both private individuals and businesses.

Our Mission

Our mission is to empower our clients to make informed financial decisions by offering tailored solutions, expert guidance, and ongoing support. We believe in building long-term relationships with our clients, founded on trust, open communication, and understanding their individual goals.

**Our Services

1. Wealth Management

We assist high net-worth individuals and businesses in developing and implementing comprehensive wealth management strategies, encompassing investments, tax mitigation, and estate planning.

2. Assurance

We evaluate and enhance your insurance coverage, ensuring adequate protection against potential risks and financial loss.

3. Corporate Services

We provide tailored financial guidance to businesses on corporate financial planning, risk management, and employee benefits.

4. Inheritance Tax Planning

We navigate the complexities of inheritance tax legislation to minimize your liabilities and ensure the optimal distribution of your wealth.

5. Investments

We tailor an investment portfolio that aligns with your unique goals, risk tolerance, and financial circumstances.

6. Pensions

We offer comprehensive advice on both private and occupational pensions, ensuring you maximize your retirement savings and benefits.

7. Post Retirement Planning

We explore post-retirement options such as drawdown plans, investment strategies, and tax implications.

Our Team

Our team of experienced professionals is passionate about delivering exceptional client experiences. We pride ourselves on our independence, enabling us to offer unbiased advice from across the market. We take the time to understand your individual needs and develop personalized solutions that meet your unique aspirations.