3 Best Financial Services in Perth, UK

“AJD Financial Services Ltd has provides high-quality, personalised financial advice, coupled with the highest standards of integrity and excellent service. The firm Financial Advisor by Alistair James Duffy. They create a financial planning and advisory service for individual investors and business owners who still want to deal locally on a one-to-one basis. AJD Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. They believe in building and maintaining a long-term trusted relationship with their clients in and around the local area. Their philosophy is to provide personalised, high-quality financial advice with the highest integrity and standards of excellence. They offer advice on many aspects of financial planning, helping different individuals with different strategies at various stages of their lives. The initial consultation is at their expense, allowing them to weigh up your situation and enabling them to give you an approximate cost of their services.”

Read more

“Carbon Financial Partners Limited is the Managing Director Gordon Wilson. They are proud of their exceptional track record, industry awards, and many pleased clients. Carbon has a highly qualified team of financial planners, most of whom are Chartered and Certified Financial Planners, three of whom are Fellows of the Personal Finance Society, and one is a joint Fellow of the Personal Finance Society and the Institute of Financial Planning. A one-off free review of your current financials, with no obligation. They have combined experience of over 125 years in financial planning and investment. They support a wide range of charities and work with several integral organisations. They always do the right thing for their clients, own people, and communities. They always go the extra mile for their clients and provide the best quality advice and service. They charge reasonable fees to their clients. They have offices in Edinburgh, Glasgow, Aberdeen, Perth, and London.”

Read more

“Macintyre Wealth Management has provides high-quality financial planning and advice to your needs. Andrew Macintyre is the Director and a Chartered Financial Planner. The firm was established by directors Andrew and Jennifer Macintyre in 2018. Andrew is a Chartered Financial Planner with over 20 years of experience in senior financial services roles. After over twenty years in senior financial services and wealth management roles, Andrew was invited to join St. James's Place Wealth Management as a Partner and to establish his Practice in 2018. At Macintyre Wealth Management, his role as a director involves working with clients to create bespoke financial plans that match their personal goals and help ensure that those plans stay on track over time, from retirement planning to structuring finances for the whole family's benefit.”

Read more