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Protecting what matters to you
Inverness: 01463 419 137Glasgow: 0141 440 7433
Financial services can often be confusing and for most people extremely daunting. Our aim is to guide you through the financial system by designing solutions tailored specifically for your own personal requirements.
Whether it be protecting your loved ones, obtaining competitive rates of interest on your savings, investing for the future or helping you understand your retirement benefits, at Advanced Investment & Retirement Planning we are here to offer consultancy, support and advice on an entire spectrum of financial situations.
We pride ourselves on delivering simple and transparent advice throughout our clients’ ever changing circumstances. We work for them. We do not just sell them financial products. We look to forge relationships with clients that will last throughout their working lives and beyond. If you would like to enquire further about your financial needs, then our initial consultation is without obligation.
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Ross was positive and encouraging. He kept the ‘plan’ simple recognising my needs. He gave me enough information and options to make an informed choice without bamboozling me with jargon. With Ross’s advice and careful management of my money I am still travelling and am confident I will be able to do so for many years to come.
Sally M, Avoch - October 2019
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Ross takes the mess out of application forms and leaves us to get on with decision making without worry that we have made simple errors in those applications. He ensures that we consider only appropriate products, and he understands the complexities of our diversified income streams and fluctuating incomes prevalent in our self-employment positions.
Stephen M, Muir of Ord - October 2019
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AIRP helped explained the various risk levels to consider and the options available regarding Annuities and Drawdown Pension etc. To date I am pleased with the returns achieved taking into consideration the current climate with regards uncertainty over Brexit etc
Derek M, Inverness - October 2019
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AIRP reviewed my financial status and recommended consolidating several of my pension pots into a flexi-access drawdown plan, which dovetailed into my other pension strategies. I have now retired, and have a flexi-access drawdown plan which gives me a tax efficient salary, which fits in with my other savings and pensions plans.
Raymond M, Inverness - October 2019
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