Service and Value Proposition

It is not our aim to deal with customers equally but to deal with you individually. Each client has specific financial concerns, requirements and objectives which only a bespoke individual financial plan can provide a solution. Independent Advisers provide tailored services depending on your circumstances and we would be happy to discuss this further with you at the initial meeting.

We believe that more and more of the general public who now understand the true benefit of planning for the future and financial advice wish to employ the services of an independent financial adviser based on the following key points:

Time Saving - Although you can access various financial products, performance guides and tax saving ideas through the internet and financial publications most of us do not have the time or inclination and would rather use this time to earn a living or enjoy the free time more.

Peace of Mind - We have found that clients like to know that their best interests are being considered and they can trust someone to keep any eye out for them, be productive on their behalf and give assurances to quality and efficiency of service.

Family Security - Clients want to know that their affairs are in control and being optimised and also if anything happened to them, their family would not only be financially secure but that there was some one or a firm that would look after their affairs.

Although these are the key benefits and services provided by Independent Advisers (Scotland) Ltd we also provide:

Specialist expertise and knowledge: We can provide specialist advice in areas of Pension, Mortgage, Tax Planning, Wealth Management and protection of assets.

Ability to liaise with other Professional Advisers: If you have an Accountant or Solicitors we can liaise with them over your affairs.

Convenience for client: We are contactable anytime. You have pretty much 24/7 license to contact us if you find yourself in a 'real' emergency.

In summary the reason we believe clients employ us and we receive referrals is down to the following:

Peace of Mind
Security for the family
Reliability
Control
Trust
Pro-active Service
Time Saving
Accessibility
Friendly and 'Genuine' Relationships
Make and Save Money