Business Details
50+ Years
experience
Your Trusted Partner for Financial Adviser Solutions
Established in 1975, we are an employee-owned financial advisory firm with over five decades of experience in providing independent financial advice. Our team of award-winning professionals specialises in financial planning, investments, pensions, and asset protection, managing over 1 billion in client funds under advice. Regulated by the Financial Conduct Authority (FCA No: 114423), we prioritise transparency, client-centric service, and long-term relationships.Our approach focuses on simplifying complex financial concepts, offering tailored solutions that align with individual client goals. With a heritage rooted in trust and expertise, we remain committed to delivering clear, jargon-free advice that empowers clients to navigate their financial futures confidently. Our dedication to excellence is reflected in our sustained reputation and the loyalty of our clients across Linlithgow and beyond.
Services
Financial Planning
Investments
Pensions
Asset Protection
Details
- Year established: 1975
Highlights and features
- We have over 45 years of experience in independent financial advisory services.
- Our employee-owned structure ensures client-focused decision-making.
- We manage over 1 billion in client funds under advice.
- Our approach prioritises transparency and jargon-free communication.
- We are regulated by the Financial Conduct Authority (FCA No: 114423).
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We create tailored financial plans to help clients achieve short- and long-term goals. Our approach considers individual circumstances, risk tolerance, and future aspirations. By combining strategic analysis with clear communication, we ensure clients understand their options and make informed decisions.
Investments
We design and manage diversified investment portfolios aligned with client objectives. Our strategies focus on risk-adjusted returns, asset allocation, and market opportunities. Regular reviews ensure investments remain aligned with evolving financial goals and market conditions.
People
Alan Steel
Founder
Founded the firm in 1975 with a vision for transparent, client-focused financial advice. His legacy continues through our employee-owned structure and commitment to ethical practices.
Steve Forbes
Financial Adviser
Award-winning adviser with decades of experience in financial planning and investment strategies. Regularly contributes insights on economic trends and client-centric advisory practices.
Questions
What services does Alan Steel Asset Management offer?
We provide financial planning, investments, pensions, and asset protection services tailored to individual client needs.
How is Alan Steel Asset Management different from other firms?
We are employee-owned, prioritise transparency, and focus on jargon-free, client-centric financial advice.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No: 114423).
What areas do you serve?
We operate from Linlithgow, West Lothian, and serve clients across the UK.
