Business Details
22 Years
experience
Your Trusted Partner for Financial Planning Solutions
Fitzallan is a Chartered Financial Planning firm based in Glasgow, dedicated to helping clients organise, preserve, and grow their wealth. Established in 2004 as an entirely fee-based business, we specialise in providing independent financial advice to individuals and businesses across the UK. Our team combines over 50 years of industry experience with a commitment to excellence, holding qualifications that place us among the most accredited advisers in the UK. We focus on long-term wealth management strategies tailored to clients' unique needs, including pensions, investments, tax planning, and corporate solutions.Our approach prioritises cost-effectiveness, diversification, and pragmatic decision-making, ensuring clients benefit from low-cost, sustainable financial strategies. We work closely with professional networks to deliver holistic advice, adhering to rigorous regulatory standards under the Financial Conduct Authority. With a heritage rooted in Ernst & Young, we bring both institutional expertise and personalised service to every client relationship.
Services
Pensions planning
Investment planning
Protection
Tax planning
Corporate planning
Details
- Year established: 2004
Highlights and features
- We offer over 50 years of combined industry experience in financial planning.
- Our firm achieved Chartered status, a mark of excellence held by only 693 UK firms.
- We provide genuinely independent, fee-based financial advice since 2004.
- Our bespoke investment strategies prioritise long-term growth and cost efficiency.
- We integrate tax, pension, and corporate planning to deliver holistic solutions.
Associations and certifications
- Financial Conduct Authority
- Chartered Financial Planning
Services
Pensions planning
We guide clients through complex pension regulations to optimise retirement savings. Our advice focuses on tax efficiency, risk management, and aligning pension strategies with long-term financial goals. By navigating changing legislation, we help clients maximise their retirement income while avoiding pitfalls.
Investment planning
Our bespoke investment strategies combine active and passive funds to create diversified portfolios. We prioritise low-cost solutions tailored to individual risk tolerance and financial objectives. Regular portfolio reviews ensure alignment with evolving client needs and market conditions.
Tax planning
We optimise tax relief on pensions, ISAs, and investments while minimising inheritance tax liabilities. Collaborating with legal and tax professionals, we develop strategies that enhance after-tax returns and ensure compliance with UK tax regulations.
Corporate planning
We help businesses implement pension schemes, protect key personnel, and extract profits tax-efficiently. Our services include auto-enrolment compliance, shareholder protection, and employee benefit strategies to support business sustainability and growth.
Protection
We assess clients' protection needs against premature death, disability, or business risks. Our solutions include life assurance, critical illness cover, and income protection policies to safeguard families and ensure business continuity during unforeseen events.
Questions
What areas do Fitzallan serve?
We advise clients throughout the UK from our Glasgow office, with regular client meetings in major cities including London, Manchester, and Edinburgh.
How is Fitzallan regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 401398.
What qualifications do Fitzallan's advisers hold?
Our advisers are among the most qualified in the UK, with Chartered status achieved through rigorous professional standards.
How does Fitzallan charge for services?
We operate as an entirely fee-based business, ensuring transparency with no hidden commissions or product-specific incentives.
Can Fitzallan help with business financial planning?
Yes, we specialise in corporate pension schemes, shareholder protection, and tax-efficient profit extraction strategies for business owners.
