AJD FINANCIAL SERVICES LTD
2 Charlotte Street, Perth PH1 5LL DIRECTIONS
Since 2010
Here’s The Deal:
'AJD Financial Services Ltd' offers financial planning service in Perth, Scotland, with your local, independent financial advisor. The firm was established in 2010 by Alistair James Duffy. He offers a financial planning and advisory service for individual persons and business owners who still want to deal locally, on a one to one basis. He provides tailored financial planning to suit your situation, and he believes in building and keeping a long-term, trusted relationship with his clients in and around the local area. Their philosophy is to provide personalised, high-quality financial advice, coupled with the highest integrity and excellence standards.
SPECIALITY:
investments, Pensions, and Retirement Planning, Divorce Settlements, Education Expenses Inheritance Tax and Wealth Planning, Individual & Business Protection
Registration SC370233
TBR® Inspection Report:
GS GROUP
South Inch Business Centre/Shore Road, Perth PH2 8BW DIRECTIONS
Since 1991
Here’s The Deal:
GS Group offers insurance broking and individual financial services to both personal and business customers. The firm has been providing services since 1991. Anita McGregor is a branch director, and Peter Robertson is a senior client director at GS Group in Perth. Their complete range of personal financial advice services make planning for your future and reaching your goals an uncomplicated process and encompasses all wealth management areas, including investment, inheritance, estate planning, retirement planning and serious illness protection. GS Group has offices in Perth, Glasgow, Aberdeen, Dundee, and Falkirk.
SPECIALITY:
Investment and Retirement Planning, Serious Illness Protection, Wealth Management, Life Cover, Inheritance Tax & Estate Planning
Registration SC150771
TBR® Inspection Report:
A S WEALTH MANAGEMENT
8 Atholl Crescent, 2nd Floor: Room 1 & 2, Perth PH1 5NG DIRECTIONS
Since 2016
Here’s The Deal:
A S Wealth Management is a well-known financial planning company in Perth, UK. It was founded by Andrew Stewart in 2016. Andrew spent 14 years working in education, reaching the position of Headmaster for one of Scotland’s leading Preparatory Schools. As a result, Andrew emphasizes making sure the advice provided is thoroughly researched and delivered in a clear, concise, and approachable manner. Their team provides financial planning services throughout the central belt of Scotland and beyond. Andrew takes great pride in dedicating time towards developing solid personal relationships with clients to ensure he offers a professional and principled service. Their advice is tailored to help to meet your personal or business objectives. A S offers an excellent wealth management service to help you achieve your goals.
SPECIALITY:
Investment, Retirement Planning, Corporate Services, Estate Planning, Financial Education, Healthcare, Insurance, Investment Consulting, Investment Solutions, Strategy, Later Life Planning, Pension Planning, Personal Finance, Protection & Succession Planning