Financial Services
Here’s some sound independent advice
Listen to us. We offer truly independent advice on all financial matters, including employee benefits packages, lump sum investments, pension planning, mortgage, life and health insurance.
Our advice is tailored to both individual and corporate need and to the complexities of the financial market place. Flexible, adaptable and highly experienced, we can spend time on the details that major consultancies often avoid.
Our Six Step Financial Planning Process helps us to understand your current situation, objectives and attitude towards investment risk. We then work with you to develop your own personal Financial Plan, which we will monitor and review on an ongoing basis.
We can provide our clients with a Wealth Management Solution which includes;
- A range of tax wrappers (products) to maximise tax efficiency across your entire holdings
- Access to our suite of diversified risk-based asset allocation portfolios
- Consolidated reporting, delivered at agreed time intervals
Independent financial advice is provided by Henderson Loggie Financial Services Limited which is a wholly owned subsidiary of Henderson Loggie Chartered Accountants. We provided a truly integrated service by working alongside our parent firm.
Services
Private client services:
- Investment advice
- Wealth Management Solution
- Trusts and estate planning
- Pensions and retirement planning
- Tax planning for inheritance and capital gains
- Life assurance
- Critical illness cover
- Private medical insurance
- Income protection
- School fees planning
Business services:
- Corporate pensions
- Directors’ shareholder insurance
- Employee benefits
- Raising finance for companies expanding or making acquisitions.
The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Henderson Loggie Financial Services Limited is authorised and regulated by the Financial Services Authority (FSA). Trust and tax planning are not regulated by the Financial Services Authority.
