Advice Areas
Advice Areas
Recognising how important it is to provide a comprehensive service which encompasses all aspects of your financial affairs, Brian McLean is able to provide a valuable service in most areas of financial planning.
Due to the high level of qualification gained over many years and additional authorisation as a Pension Transfer Specialist, advice can be provided on a wide range of subjects, including:
- Wealth Management - a service that provides you with regular reviews of financial matters will ensure that you get the very best value from your savings and investments in a tax efficient way.
- Investment Portfolio Construction - using the latest technology and risk profiling methods, we can match your stated risk tolerance with the appropriate investment fund choices and asset allocation.
- Inheritance Tax Mitigation - a complex area requiring specialist advice if you wish to make a significant reduction to your potential inheritance tax liability.
- Retirement Planning - after a lifetime of hard work this is a time for enjoyment, not confusion and uncertainty. Planning in advance can help to maximise your income in retirement
- Unsecured Pension - often referred to a 'income drawdown', this flexible method of providing retirement income can have many benefits for those who do not need guaranteed pension income.
- Annuity Purchase - a traditional form of pension income which can provide guarantees for life.
Financial Planning is rarely about looking at one sole aspect of your financial affairs and often requires a 'holistic' approach. The benefit of the having a no-obligation initial meeting is to provide an opportunity to analyse your current financial position and consider suitable solutions to achieving your goals and objectives.
The latest state of the art technology is used to analyse investment fund performance and product design to ensure that any recommended financial solutions are appropriate and cost effective.