Talon Associates

Talon Associates is an esteemed firm of Independent Financial Advisers (IFA) located in the heart of Glasgow, Scotland. Our independence is our strength as it enables us to provide the best solutions for our clients, unrestricted by ties to specific products. This independence allows us to maintain a sharp focus on delivering unparalleled support and customised services.

Our Services

At Talon Associates, we offer a comprehensive range of services tailored to meet the unique needs of our individual and corporate clients. Our expertise spans across various domains, ensuring that we can provide holistic financial advice and solutions.

Individual Retirement Planning

The optimal time for personal pension planning is always now. We are here to assist you in planning for a long and happy retirement. With constant changes to pension rules, we can help you navigate the complexities and make sense of your pensions. We recommend practical ways to ensure your pension is as suitable as possible, regardless of what stage in life you are at: pre-retirement, at retirement, and post-retirement.

Corporate Retirement Planning

We help employers of all sizes, and in all sectors, make the right decisions to achieve their pension and benefits goals. The world of pensions and employee benefits has undergone unprecedented challenges, particularly following the introduction of the workplace pension legislation. We are here to help you understand your obligations, review any existing pension schemes you run and then put in place a comprehensive plan to ensure compliance.

Business Protection

Most small to medium-sized firms are often unprepared in some areas of financial planning. In most cases, business owners are happy to insure buildings and machinery. However, few business owners consider the impact of their demise or illness on the future success of the firm. We can help businesses consider these impacts and put in place appropriate protection.

Wealth Management

In today's volatile stock markets and low-interest rates, investing money to make a real return is not easy. We work with you to develop a suitable investment portfolio that meets your personal objectives but is flexible to adapt to potential changes in your circumstances.

Mortgages

Choosing the right mortgage is one of the biggest financial decisions you will make. So, whether you are a first-time buyer, re-mortgaging or simply moving up the housing ladder, we can help with our first-class mortgage advice service.

Family Protection

If you have children or other financial dependents, then it's important to consider how they will be financially looked after in the event of your demise or becoming ill. We can help you put in place appropriate protection to ensure your loved ones are taken care of.

Estate & Tax Planning

In these times of low-interest rates reducing the tax you pay has never been more important. Tax considerations play a vital part in our advice process. We can help you minimise your tax liability and ensure your estate is passed on in the most efficient way.

At Talon Associates, we are committed to providing the highest standard of financial advice and service possible. We strive to provide high-quality advice with clear communications, delivering the very best support we can without any jargon. We are authorised and regulated by The Financial Conduct Authority (FCA), ensuring that our clients' interests are always paramount.