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INVESTMENT ADVICE

Our savings and investments experts can ensure that you are provided with the most suitable options for saving and investing your money.

When providing advice the first question we would ask you is "what are you trying to achieve?". Do you require investment advice for growth or income or maybe a combination of both?

Invesment Advice LanarkshireIf you are investing for:

  • Simply a better return
  • Greater income in retirement
  • Saving for childrens future
  • A special holiday
  • Wedding anniversary

We listen to your current financial needs and to plan for your future, whilst ensuring that all of your personal financial goals are met. We offer a variety of savings & investments products including ISAs, investment bonds, investment trusts and unit trusts and OEICs.

Ethical Investments

Thistle Financial Planning are also proud advocates of green or socially responsible investments. This means that we provide a range of products and services which offer both financial benefits as well as social and ethical benefits.

As Independent Financial Advisers we focus on several important areas when providing advice to clients on their investment needs:

  • DIVERSIFICATION - The allocation of capital between different asset classes such as Cash, Fixed Interest, Property and Shares.

  • RISK - Focusing on what investment risk means, discussing "risk verses reward", and forming solutions to match each client's risk profile.

  • TAX - Constructing solutions to utilise a client's fiscal circumstance.

Whatever your investment requirements may be, we will help you to find the most suitable investments for your needs. We are able to offer the right help with our various types of investments including ISAs, OEICs, Unit Trusts and Investment bonds.

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

WE OFFER A RANGE OF SERVICES TO HELP YOU MEET YOUR INVESTMENT AND/OR RETIREMENT OBJECTIVES. WE PROVIDE INDEPENDENT INVESTMENT ADVICE WHICH WE WILL DISCUSS WITH YOU AS DESCRIBED IN OUR IMPORTANT INFORMATION ABOUT OUR SERVICES DOCUMENT.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

TAXATION ADVICE IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

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Thistle Financial Planning Ltd is an appointed representative of TenetConnect Ltd which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the FCA register www.fca.org.uk/register under reference 149826.

THE ADVICE AND / OR GUIDANCE CONTAINED WITHIN THIS SITE IS SUBJECT TO THE UK REGULATORY REGIME AND IS THEREFORE TARGETED AT CONSUMERS BASED IN THE UK.

Registered address. Unit 3/11 Dalziel Building 7 Scott Street Motherwell ML1 1PN. Registered number. SC409286. Registered in Scotland.

For advice on any of the above, Contact Us now.

 

Contact Us

Thistle Financial Planning
Dalziel Building, Unit 3/11
7 Scott Street
Motherwell
ML1 1PN

Tel: 01698 337303
01698 337304

Fax: 01698 337331

Email:
info@thistlefinancialplanning.com

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