Business Details
18 Years
experience
Your Trusted Financial Advisers in Greenock
Established in 2008, we are independent financial advisers authorised and regulated by the Financial Conduct Authority. Our team specialises in pension planning, retirement strategies, and investment advice, offering unbiased recommendations tailored to individual client needs. With over 35 years of combined experience, including director Derek Varty's extensive career since 1987, we prioritise client relationships through face-to-face consultations and annual reviews.Our FCA authorisation ensures compliance with strict regulatory standards, while our technical expertise supports comprehensive financial planning. We serve clients across West Scotland and beyond, providing free initial consultations and home visits in local areas.
Services
Pension Building
Retirement Options
Investment Advice
Family Protection
Corporate Services
Details
- Year established: 2008
Highlights and features
- FCA-authorised independent financial advisers
- Director with 35+ years' industry experience
- Free initial consultation available
- Personalised financial planning process
- Annual plan reviews included
Associations and certifications
- Financial Conduct Authority
Services
Pension Building
We help clients build retirement savings through tailored pension strategies. Our FCA-regulated advice considers individual risk profiles and long-term goals. We review market options to recommend suitable pension products.
Retirement Options
Our specialists advise on retirement solutions including drawdowns and annuities. We assess clients' financial situations to recommend sustainable income strategies. Our process ensures compliance with regulatory requirements.
Investment Advice
We provide guidance on investment products aligned with clients' risk tolerance and objectives. Our independent status allows access to diverse market options. We monitor investments to ensure ongoing suitability.
Family Protection
Our protection services cover life insurance and family financial security planning. We assess coverage needs based on family circumstances and financial commitments. We recommend policies from trusted providers.
Corporate Services
We offer financial planning solutions for businesses including pension schemes and investment strategies. Our services help companies meet employee benefit obligations. We provide tailored corporate financial advice.
People
Derek Varty
Director
With over 35 years' experience in financial services since 1987, Derek holds advanced qualifications including DipPFS and CeMAP. He specialises in pension planning and investment strategies.
Questions
What financial services do you specialise in?
We specialise in pension planning, retirement options, investment advice, family protection, and corporate financial solutions.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 460457.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your financial needs and objectives.
What areas do you serve?
Based in Greenock, we serve clients across West Scotland and throughout the UK.
How often do you review financial plans?
We offer annual reviews to ensure your financial plans remain aligned with your goals.
What qualifications do your advisers hold?
Our director holds qualifications including DipPFS, FPC, and specialist certificates in mortgages and equity release.
