Fitzallan Ltd

About Fitzallan

Fitzallan is a leading, fee-based Chartered Financial Planning firm based in Glasgow, Scotland. We advise individuals, families, entrepreneurs, and professional services firms throughout the UK and beyond. With over 50 years of combined experience, our team of highly qualified and experienced advisors provides personalized, holistic financial planning solutions to help clients achieve their financial goals.

Our Vision

Our vision is to empower clients to make informed financial decisions that enable them to live the life they desire, both in the present and the future. We achieve this by building strong, lasting relationships with our clients and working collaboratively to create tailored plans based on their unique circumstances and aspirations.

What We Do

Fitzallan offers a comprehensive range of financial planning services, including:

Pensions Planning

• Maximizing your contributions and understanding your options
• Planning for a secure and comfortable retirement
• Reducing the impact of tax on your pension savings

Investment Planning

• Creating and reviewing your investment portfolio
• Implementing a diversified and balanced approach to investing
• Making informed decisions about your financial future

Protection Planning

• Identifying and mitigating potential risks such as illness, disability, or unexpected events
• Creating a plan to ensure your financial security in the event of adversity

Tax Planning

• Reducing your tax liabilities and maximizing your tax reliefs
• Ensuring compliance with current tax regulations
• Providing clear and concise tax planning strategies

Corporate Planning

• Succession planning for businesses
• Employee benefits consulting
• Strategic financial planning for limited companies

Our Approach

Our process starts with a comprehensive needs analysis to understand your financial goals, challenges, and aspirations. We then work with you to develop a personalized plan that is tailored to your unique circumstances and objectives.

Why Choose Fitzallan?

• Highly qualified and experienced advisors: Our team has extensive knowledge and expertise in all aspects of financial planning.
• Client-focused approach: We prioritize open communication and collaboration to ensure your needs are met and your goals are achieved.
• Fee-based and transparent: We believe in transparency and accountability, and our fees are clearly stated and agreed upon in advance.