Business Details
Trusted Financial Advisers in Edinburgh
We are AB1 Financial Planning, a dedicated team of financial advisers based in Edinburgh. Our approach begins with understanding your unique circumstances, aspirations, and concerns to create tailored financial strategies. With over three decades of experience, we specialise in helping individuals and businesses navigate the complexities of financial planning, ensuring protection for your family and assets while building a secure future. Our commitment to clarity means we deliver jargon-free advice aligned with your personal goals. As an Appointed Representative of 2plan Wealth Management Ltd, we operate under the rigorous standards of the Financial Conduct Authority. Our director, Alistair Blyth, holds prestigious qualifications including Chartered Financial Planner status and Fellowship of the Personal Finance Society, reflecting our dedication to excellence.We prioritise transparency, maintaining open communication throughout our partnership with clients. Our services cover pensions, investments, tax planning, and wealth management, supported by a deep understanding of regulatory requirements. We believe financial freedom comes from informed decisions, and our role is to empower you with the knowledge and strategies needed to achieve your objectives. Our local expertise combined with national recognition ensures clients receive both personalised service and professional excellence.
Services
Financial Planning
Savings & Investments
Pensions
Wealth Management
Taxation
Highlights and features
- We have over 33 years of experience in financial advisory services.
- Our director holds Chartered Financial Planner status from the CII.
- We provide tailored financial strategies based on individual circumstances.
- We operate under FCA regulation for professional accountability.
- Our team includes a Fellow of the Personal Finance Society (FPFS).
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Insurance Institute (CII)
- Personal Finance Society (PFS)
Services
Financial Planning
Our financial planning service creates tailored strategies to achieve your long-term goals. We analyse your current situation, risk tolerance, and aspirations to develop comprehensive plans covering retirement, education funding, and estate planning. With regular reviews, we ensure your strategy adapts to life changes and market conditions.
Pensions
We specialise in pension transfers, income drawdown, and retirement income strategies. Our advice helps maximise your retirement funds while navigating tax implications and regulatory requirements. We provide ongoing support for both pre-retirement planning and post-retirement income management.
Wealth Management
Our wealth management service preserves and grows your assets through diversified investment strategies. We address risks from taxation, inflation, and market volatility while creating risk-averse approaches for long-term financial security tailored to your specific circumstances and family needs.
Taxation
We provide expert guidance on income tax, capital gains tax, and estate planning. Our strategies utilise lawful reliefs and allowances to minimise tax liabilities while ensuring compliance with evolving regulations. We focus on practical solutions for both personal and business-related tax considerations.
Savings & Investments
We help grow your savings through strategic investment portfolios aligned with your risk profile. Our service covers cash management, term bonds, and diversified investment vehicles. We balance growth potential with capital preservation while maintaining flexibility for changing financial goals.
People
Alistair Blyth
Director
Alistair has 33 years' experience as a Chartered Financial Planner. He specialises in pensions, investment portfolios, and later-life planning. His expertise includes Pension Transfers, Income Drawdown, and Long Term Care strategies. He holds Fellow status from the Personal Finance Society.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, pension transfers, tax planning, and wealth preservation tailored to individual circumstances.
Are you regulated by financial authorities?
Yes, we operate as an Appointed Representative of 2plan Wealth Management Ltd, regulated by the Financial Conduct Authority (FCA).
How do you create personalised financial plans?
We start by understanding your current financial situation, goals, and risk tolerance through detailed consultations before developing tailored strategies.
What qualifications do your advisers hold?
Our director holds Chartered Financial Planner status from the Chartered Insurance Institute and is a Fellow of the Personal Finance Society (FPFS).
Can you help with pension transfers?
Yes, we specialise in pension transfers and income drawdown strategies, providing expert advice on moving and managing retirement funds.
How do you handle investment risk management?
We create diversified investment portfolios based on your risk profile while implementing strategies to protect against market volatility and inflationary pressures.
