Talon Associates

At Talon Associates, we are a firm of independent financial advisers based in Glasgow, Scotland, dedicated to providing expert guidance to individuals and businesses. As an independent firm, we are not tied to specific product providers, allowing us to choose the best solutions for our clients. Our fee-based remuneration structure ensures that our advice is completely impartial, and our clear and transparent billing system means that clients always know exactly how their fees have been calculated.

Our team of experienced financial advisers has extensive knowledge and expertise in providing a wide range of services, including pension planning, investments, private medical insurance, income protection, and mortgages. We also support businesses with planning and accounting advice. At Talon Associates, our primary goal is to provide tailored solutions to help clients achieve their financial goals. We strive to deliver high-quality advice with clear communication, without using jargon, and are committed to providing the highest standard of financial advice and service possible.

Retirement Planning

At Talon Associates, we understand that the right time for pension planning is now. Our expertise can help you plan your long and happy retirement. We can help you make sense of the complex pension rules and recommend practical ways to ensure your pension is as suitable as possible, regardless of your stage in life: pre-retirement, at retirement, or post-retirement.

Corporate Retirement Planning

We help employers of all sizes and sectors make the right decisions to achieve their pension and benefits goals. With our combined total of over 50 years' experience in advising companies of all sizes and sectors, we can ensure compliance and provide expert guidance on workplace pension legislation.

Wealth Management

In today's volatile financial markets, investing money to make a real return is not easy. At Talon Associates, we can work with you to develop a suitable investment portfolio that meets your personal objectives and is flexible enough to adapt to potential changes in your circumstances. Investing with us allows you to benefit directly from our expertise and guidance.

Business Protection

Small to medium-sized businesses often struggle with financial planning, focusing on insuring buildings and machinery but neglecting to consider the impact of their demise or illness on the future success of the firm. At Talon Associates, we can help you plan for the unexpected and provide insurance solutions that protect your business and its stakeholders.

Family Protection

If you have children or other financial dependents, it's essential to consider how they will be financially looked after in the event of your demise or becoming ill. At Talon Associates, we can help you create a plan that ensures your financial wishes are respected and your loved ones are protected.

Estate & Tax Planning

In today's low-interest-rate environment, reducing tax liability has never been more important. Our expert advice takes into account tax considerations to ensure that your financial planning is optimized to minimize tax liability. Whether you're planning your retirement, moving home, or making changes to your business, our expert guidance can help you make informed decisions that benefit your financial well-being.

Mortgages

Choosing the right mortgage is one of the biggest financial decisions you'll make. At Talon Associates, we offer a first-class mortgage advice service to help you navigate the complex world of mortgages, providing expert guidance on the best mortgage options for your needs and circumstances.

Contact Us

If you would like to learn more about how Talon Associates can help you achieve your financial goals, please contact us. We would be delighted to arrange an initial meeting at our expense, where we can discuss your requirements and provide a clear idea of the costs involved.