Later life financial planning

Knowing how the land lies comes with experience.

If you are planning your financial future, Aberdein Considine can offer you the support of some of Scotland’s most talented and respected independent financial advisers.

Whether you want to secure an income for retirement, pay for your child or grandchild’s education, provide for dependents or pass your estate to your family, we can provide you with a high-quality service.

You don’t have to be wealthy for your estate to be liable for taxation – and it isn’t something that is paid only on death, it may also be payable on gifts during someone’s lifetime.

However, with the correct advice, there are steps you can take to protect your assets and make things easier for your family.

What we do

Our advisers can help you financially plan for all stages of life. Our areas of expertise include:

• Setting-up trusts
• Pension advice
• Inheritance Tax planning
• Long-term care
• Investments
• Savings
• Mortgages
• Protection

It is not unusual for personal financial planning to require input from property professionals or solicitors.

Unlike other advisers, Aberdein Considine offers all these services under one roof, allowing our clients to see opportunities that others can’t.

All our clients recognise the biggest benefit of working with Aberdein Considine – access to the entire financial marketplace. This guarantees that the advice they receive is purely for their benefit, with no bias to any product provider or financial institution.

Experienced local advisers

Our experienced advisers provide holistic financial planning solutions to private individuals in all areas of financial planning including pre and post retirement planning, protection solutions, savings and investments. They specialise in retirement planning (both accumulating wealth and taking an income), as well as general investment and estate planning.

Click here to speak to one of our Independent Financial Advisers.