BEST RATED » ABERDEEN » FINANCIAL SERVICES

Best Financial Services in Aberdeen

Expert recommended Top 3 Financial Services in Aberdeen, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

CENTRAL INVESTMENT

33 Albyn Place, Aberdeen AB10 1YL Directions

Since 1973

Here’s The Deal:
"
Central Investment is a trusted, impartial financial adviser to businesses and individuals for more than 40 years. Has a large team of experienced advisers, who offer tailored financial planning advice to both private and corporate clients. Prides in delivering consistently high standards of service. Their approach is the belief that delivering professional, impartial advice will add real value to your business.

SPECIALITY:
Personal and Business Protection, House Purchase, Long Term Care, Inheritance Tax, Financial, Retirement and Pension Planning, Employee Benefits, Communication Strategies, Group Pensions, Wealth Management, Asset Allocation, School and University Fees, Investment Solutions, Remortgages, Automatic Enrolment, Risk Management & Insurance Solutions

Registration SC054118

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centralinvestment.co.uk

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

OPTIMA FINANCIAL SERVICES LTD.

2 Bon Accord Square, Aberdeen AB11 6DJ Directions

Since 1990

Here’s The Deal:
"
Optima Financial Services Ltd is an independent financial advisory firm. Provides financial planning advice to individuals, trusts and corporate clients. The company main focus is on providing a holistic fee-based financial planning service covering all aspects of your financial affairs. The large majority of their new clients are introduced by other professional concerns such as accountants, lawyers, investment managers and HR consultants or by referral from existing clients.

SPECIALITY:
Investment Advice, Cashflow Management, Employee Benefits Services, Pension Benefit Commencement and Transfers, Portfolio Reviews, Retirement, Inheritance Tax, Divorce, Pre-Retirement & Estate Planning

Registration 202196

[email protected]

optima-fs.co.uk

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

CARBON FINANCIAL PARTNERS

20 Rubislaw Terrace, Aberdeen AB10 1XE Directions

Since 2011

Here’s The Deal:
"
Carbon Financial Partners Limited is one of the UK’s leading independent financial planning. Carbon is an award-winning firm at the company and individual level. Has a highly qualified team of financial planners, most of whom are Chartered and Certified Financial Planners. They will explain clearly what they can do for you, set out the benefits to you. With offices in Edinburgh, London & Perth.

SPECIALITY:
Investing, Business, Cash-Flow Modelling, Portfolio Construction and Asset Allocation, Ongoing Advice, Pensions, Retirement, Corporate Tax & Trust Planning

Gold Standard for Independent Financial Advice in 2013 to 2018 - Investment Adviser of the Year in 2013

Registration #SC386400

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carbonfinancial.co.uk

Reviews | Play Video

Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 4:30 pm
Sat & Sun Closed

TBR® Inspection Report: