Alan Rutherford Wealth Management

About Us

Alan Rutherford Wealth Management Limited is a firm dedicated to providing comprehensive wealth management solutions to individuals and businesses in and around the City of Aberdeen and the North East of Scotland. We take a personalized approach to understand your unique financial goals and aspirations, and work with you to create a tailored plan to achieve them.

What We Do

Our team of experienced financial planners and wealth management professionals offer a wide range of services, covering every aspect of wealth management. This includes:

• Wealth planning: Defining your financial goals and objectives, and developing a strategy to achieve them.
• Investment management: Building and managing your investment portfolio to maximize returns and mitigate risks.
• Retirement planning: Developing a tailored plan to ensure your financial security in retirement.
• Tax planning: Analyzing your financial situation and identifying opportunities to minimize tax liability.
• Estate planning: Creating a legally binding estate plan to safeguard your assets and protect your loved ones.

Our Commitment

We pride ourselves on building long-term relationships with our clients. We believe in open communication, transparency, and personalized attention to ensure you receive the best possible service. Our team takes the time to understand your individual circumstances, financial goals, and risk tolerance. We are dedicated to working with you every step of the way, and regularly reviewing and adjusting your financial plan to ensure it remains relevant and effective.

Our Expertise

Our experienced team has a proven track record in guiding clients through all aspects of wealth management. We have expertise in serving individuals and businesses with diverse financial needs, including those with complex financial situations, high net worth individuals, and families.