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Who Are We?

Independent Advisers (Scotland) Ltd

Client Proposition
"The foundations of IAS Ltd are based on the prospect that if you look after your clients then they will look after you".

"We recognise that as financial planners our role is to do what clients would do for themselves if only they had the time, the inclination or the expertise".

The IAC concept is a process designed to deliver this service.

What are the key components of the IAS process?
Establish and quantify the GOALS of the client.
EVALUATE how far their existing arrangements go towards achieving these goals.
Devise a STRATEGY to help them achieve their goals, whilst guarding them against any vulnerability.
Conduct regular REVIEWS and monitoring of the strategy to ensure that the client remains on track to achieve their goals.

If you are reading this then you must be interested in personal financial planning for yourself, your partner or your loved ones.

That being so, let me introduce you to Independent Advisers (Scotland) Ltd, one of the fastest growing Independent Financial Advisers in Scotland.

We have advisers covering the west of Scotland and Inverness up to Thurso.

So what is different about ISA Ltd?  The best way so to talk to one of our experienced advisers.  Our aim is to create security and wealth for you.

We genuinely put your needs first, only by doing so will we build long-term relationships based on honesty, integrity and trust.

Above all, our aim is to build a lifetime relationship with you.  As your needs change, you have the reassurance of knowing that we are always there to provide assistance.

 

 

 

 


Independent Advisers
(Scotland) Ltd


81 St Vincent Street
2nd Floor
Glasgow
G2 5TF
TEL: 0141 221 4442

 


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Independent Advisers (Scotland) Limited is authorised and regulated by the Financial Services Authority.
Independent Advisers (Scotland) Limited is registered in Scotland Registration No. SC252740.
Registered office: 81 St Vincent Street, 2nd Floor, Glasgow, G2 5TF