We specialise in helping our clients organise, preserve and grow their wealth, use it to lead the lives they want, and pass it on to future generations. We do so by providing sensible, clear and expert advice, developing long-term plans to meet our clients' long-term objectives. The primary purpose of pensions is, of course, to provide income and capital to savers in retirement, and the UK government has ensured that substantial tax incentives make investing via pensions attractive.
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Fitzallan is a Chartered Financial Planning firm based in Glasgow, but advises clients throughout the UK, and further afield. Its advisers are regularly in London, Birmingham, Manchester, Leeds and Bristol, Belfast, Edinburgh and Aberdeen. Along with some of our colleagues in Fitzallan's administration team, we worked for many years with Ernst & Young, the global accountancy firm.
We are supported by our paraplanners who bring their excellent technical research and other skills to bear as we prepare advice for our clients. Fitzallan's administration team are the backbone of the business, dealing with client transactions, updates and generally ensuring that everything runs as smoothly as possible for clients and advisers.
Our approach is straightforward: we get to know our clients and understand their objectives, and financial likes and dislikes, regularly working with their other professional advisers. We develop an appropriate strategy for each client, using projections and cash-flow models where helpful and, when it makes sense to the client, we execute that strategy as simply and cost-effectively as possible.
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