A.R.D. Consultancy is an independent financial advisory firm founded in 1999 in Falkirk. With a team of friendly, approachable, and professional advisers, including director Andrew Dawkins, they are dedicated to offering unbiased financial advice. Their goal is to assist you in making optimal financial decisions to achieve your objectives, regardless of your life stage or business position. Backed by an enthusiastic team, they are always ready to support their clients and provide practical solutions for various financial needs. Specialising in investment, pension, and financial planning, the firm also offers a comprehensive online consultation service. A.R.D. Consultancy Limited is duly Authorised and Regulated by the Financial Conduct Authority.
UNIQUE FACTS:
• Free Initial Consultation.
3 Best Financial Services in Falkirk, UK
Expert recommended Top 3 Financial Services in Falkirk, 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.
A.R.D. CONSULTANCY REVIEWS
Andrew & team are helping to invest my savings and have been super supportive explaining different approaches and advising on the best strategy in line with my expectations. They are very considerate and fast to respond to questions, and have provided confidence and reassurance in the present somewhat unstable period we are facing. Highly recommend their services and have done to many friends!
Andrew and the rest of the ARD team have created something special here. They are highly professional and skilled at what they do, and at the same time, very likeable and personable. I never thought I'd ever say this, but I actually look forward to the occasions I need to communicate with the team. I definitely feel like I'm part of team ARD rather than just a customer being managed. A genuine pleasure.
ARD have given excellent service to me over the past 7 years, helping me with investments and setting up a private pension. There is always a friendly welcome in the office and all the staff are knowledgeable and reliable.
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Beaufort Financial (Forth Valley) Ltd is a prominent independent advisory firm that delivers tailored financial services and advice to assist you in reaching your financial objectives. Offering expert guidance, they empower you to plan your future while safeguarding what matters most confidently. Serving a diverse clientele across the United Kingdom, their expert team a wide range of financial planning challenges. The ultimate goal is to provide you with peace of mind and enhanced financial security by aiding you in making well-informed decisions about your financial plans. They prioritize delivering the highest quality financial advice in a cost-effective, transparent manner, supporting your business and personal financial needs and your long-term goals.
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BEAUFORT FINANCIAL (FORTH VALLEY) LTD REVIEWS
Inheritance tax was a big worry for us, as was ensuring our assets passed on to our family in the way we wanted. The strategies put in place by Douglas & his team have given us the peace of mind we require on both issues. If you have Inheritance tax worries, this is the team to speak to.
As a business owner, it is important to me that my financial plans are tax-efficient and flexible enough to adapt to my changing needs. Douglas listened to what was important to me and built my wealth management strategy around this. Would not hesitate to recommend you to friends and family.
The entire team at Harley Financial are a credit to the company. I want to thank you all for the help and guidance you provided.
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Select Wealth Managers is a premier financial services provider in Falkirk, renowned for its excellence. Functioning as a financial advice firm catering to Falkirk and its surrounding areas, they specialise in assisting clients with diverse financial goals. These include reviewing existing pensions and investments, accessing pension pots, planning for inheritance tax, saving and investing for the future, and establishing financial protection. As an entity authorised and regulated by the Financial Conduct Authority (FCA), Select Wealth Managers navigates the complexities of economic affairs. They guide clients in making well-informed decisions about their financial journey, combining Chartered Financial Advice with tailored Wealth Management. They have offices in Edinburgh, Falkirk, Glasgow, Livingston, and Stirling.
UNIQUE FACTS:
• Free Initial Consultation
• Online Appointment.
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Sat & Sun: Closed
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SELECT WEALTH MANAGERS REVIEWS
Sean explained (in detail) each stage of the process, the rough timescales of each part of the process and what was required by me. He provided me with mobile & office numbers and email addresses. He gave me a feeling of confidence and reassurance.
I needed to transfer then tap into my Works Pension. Prior to using Sean, I found the process difficult, complicated and not customer friendly. I was getting nowhere with the previous advisers, the trustees and receiving scheme.
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