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With historically low interest rates and the challenging economic climate, wealth management has never been more important.
Our approach involves three key elements: managing your investments to achieve optimum growth; maximising tax efficiency, and estate planning, including Inheritance Tax planning.
The aim is to sustain and grow long-term wealth.
"Our expertise is in finding solutions for different clients," Alistair Imrie explains. "For example, if you've been made redundant and have received a lump sum, it's very important in the current climate to look at security and investment to protect that capital."
(Not all inheritance tax planning is regulated by the Financial Services Authority) |
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A1 Financial Solutions
86, Haymarket Terrace, Edinburgh - EH12 5LQ
Tel : 0131 347 8855 or 8877 Fax : 0131 347 8866
email : info@a1-financial.com |
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