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.
Inverness: 01463 419 137Glasgow: 0141 440 7433
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.
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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
