Inverness: 01463 419 137Glasgow: 0141 440 7433

About Us

We are a local company of Independent Financial Advisers (IFAs) based in Inverness and Glasgow who pride ourselves on fair, transparent and professional advice.

Fair, Transparent And Professional Advice

We are a local company of Independent Financial Advisers (IFAs) based in Inverness and Glasgow who pride ourselves on fair, transparent and professional advice. The roots of the business are firmly embedded in the Highlands and it has evolved from its original history as a small brokerage established in 1990. It has gone through a number of changes over the last few years, with the most notable involving a change to Ltd company status in 2009 and a more recent merger in 2016 with Advanced Retirement Planning to create the new firm. We have a very loyal group of clients and professional connections and work largely on a referral basis. We charge a combination of fees and commission for the work we conduct on behalf of clients.

Advanced Investment & Retirement Planning have individual and corporate clients located across the length and breadth of the UK as well as a number of ex-pats primarily working globally in the oil and gas industry. In order to provide our clients with a complete service we work in tandem with an extensive list of lawyers and accountants in the UK, to provide additional services for our clients in all areas of legal and specialist tax work which we are unable to provide specific advice on.

Our Team

Find out about the people who make up our fantastic team.

Our Team

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