Partner Service
At Independent Advisers (Scotland) Ltd we believe that professional financial advice can add significant value to individuals and businesses.  It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you want to live.  By engaging Independent Advisers (Scotland) Ltd you assure yourself of regular financial checkups and access to new ideas brought to you by the Independent Advisers (Scotland) Ltd team.  Choosing a financial partner is one of the most important decisions you will ever make.  Take your time, choose wisely, and we hope that we can earn the right to work with you into the future.

The Independent Advisers (Scotland) Ltd Partner Service

An Annual Review Meeting with Your Adviser including
A Complete Review Of Your Financial Strategy
The Independent Advisers (Scotland) Ltd 12 Point Financial Health Check

Unlimited Telephone & Email Access To Your Adviser

Unlimited Face To Face Access To Your Adviser Between Review Dates

The Professionals Service:
Providing Strategic Updates To Your Accountant & Any Other
Professional Advisers
Supplying End Of Year Taxation Information (as required)
Recommending Suitable Professionals As Other Needs Arise
*Ensuring that everyone on your financial team provides advice in a coordinated and professional way.

The Portfolio Construction Service:
Using A Scientific Risk Profiling Methodology
Design Of A Suitable Asset Allocation
Portfolio Design and Construction

The Portfolio Management Service
Online Access To Portfolio Valuations
Portfolio Monitoring
Re-Weighting of Asset Allocation To Benchmark
Written Portfolio Valuations On Request

The Priority Response Service
Phone Calls & Emails Returned Within 24 Hours

The Remove The Hassle Service
Taking The Complexity And Hassle Out of Administering Your Financial Life

The Second Opinion Service
Making Ourselves Available To Consider New Ideas From Whatever Source They May Originate

The Inheritance Tax & Estate Planning Service   

The Taxation Planning Service
In Conjunction With Your Accountant And Other Taxation Advisers

The SIPP Service
Value Added Strategies Using Self Invested Personal Pensions (SIPPs)

The Pensions Service
Pensions Advice
Pensions Review
Pensions Consolidation