Email Us
Lawrie Hainey
Financial Adviser
Mobile 07809 777 350
Office 01292 478988
Solicitors Financial Services (Central Scotland) Ltd is authorised and regulated by the Financial Conduct Authority.
We are entered on the FCA Register No 232377 at www.fca.org.uk/firms/systems-reporting/register
Registered in Scotland No 191717. Registered address: Suite 38, Alloa Business Centre, Whins Road, Alloa, FK10 3SA.
© All Rights Reserved
General Financial Planning
- Financial review and shortfall summary
- Policy summaries
- School fees planning
- Regular review update meetings
- General taxation advice
- Certifying of financial documents
- Financial paperwork cleansing
- Risk profiling
- Trust guidance and advice
- Budgeting and basic financial planning
Retirement Planning
- Stakeholder / Personal Pensions
- Retirement benefits projections
- Open market option annuity comparisons
- Pension Transfers / consolidation
Savings & Investments
- National Savings / cash investments
- Child savings / Child Trust Funds
- Individual Savings Accounts (ISA)
- Unit Trust / OEIC
- Onshore / offshore Bonds
- Fund performance analysis
- Re-registration of ISA/PEP/Unit Trust funds
- Regular savings out of income
- Trustee investment advice
Personal & Family Protection
- Mortgage protection
- Life Insurance / Critical Illness
- Income replacement
- Private medical
- Long term care
Mortgages
- Arranging new mortgages
- Re-mortgages
- Equity release
Corporate Planning
- Partnership & shareholder protection
- Employee benefits
- Death in Service and Private Medical
- Group pensions & salary sacrifice
- Employee financial counselling
Always remember that:
- Past performance is no guarantee of future returns.
- The value of investments is not guaranteed and on encashment you may not get back the full amount invested.
I provide advice across a comprehensive range of services: