Colin Tanner

Financial Adviser

Mobile 07776 085919  

Fax 01292 478024

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.

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A good financial adviser will work with you to develop a financial strategy that fits your financial circumstances and tailors a plan to accomplish your goals.  Although some people find that they are more comfortable doing their “own thing”, many people gladly turn over the details of developing a financial plan to an expert focused on their needs.

As a Financial Adviser I want to look at your whole financial picture – all your income and liabilities. This complete picture of where you are financially enables me to draw a map from where you are to where you want to go. The main benefits to you are:

• The Big Picture –a comprehensive profile of your financial status. This profile will identify areas of strengths and weakness.
• An Unemotional Assessment – of what needs to be done.  Money is an emotional topic for many people, which often leads to bad decisions.
• Allocate Resources – it is likely you have competing priorities. I can help you allocate resources to achieve the right balance for you.
• Tax Implications – most investment decisions carry some type of short or long-term tax implication.
• Estate Planning – careful planning will help ensure that your estate passes to loved ones in a manner that protects as much of its value as possible.

Diploma qualified and with 25 years experience, I make sure I fully understand your financial goals and circumstances  before making any recommendations.

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