Business Details
Trusted Financial Planning & Wealth Management Services
Mathieson Financial Services is a client-centric financial advisory firm based in Inverurie, Aberdeen, dedicated to delivering tailored wealth management solutions. We specialise in helping clients build, grow, protect, and preserve their financial assets through comprehensive planning strategies. Our team focuses on establishing long-term relationships, providing sound investment advice that aligns with individual goals and circumstances. By prioritising transparency and regular communication, we ensure clients remain informed about their investments and progress toward financial objectives. Our expertise spans retirement planning, protection planning, and corporate services, alongside mortgages and intergenerational wealth management.We maintain partnerships with trusted institutions like St. James's Place Wealth Management to enhance service quality. As a registered company in Scotland, we adhere to strict regulatory standards under the Financial Conduct Authority's oversight. Client testimonials highlight our knowledgeable, empathetic approach and the personal touch that strengthens trust in our advisory process. Our services cater to diverse clients, including business owners, company directors, and private individuals in retirement. With a commitment to excellence, we aim to be a reliable partner in managing wealth across generations.
Services
Investment Planning
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Specialist Banking
Intergenerational Wealth Management
Highlights and features
- We prioritise long-term client relationships with tailored financial strategies.
- Our team provides exceptional, trustworthy investment advice backed by expertise.
- We offer a comprehensive range of services spanning wealth management lifecycles.
- Our partnership with St. James's Place enhances service quality and reliability.
- Testimonials highlight our empathetic, client-focused advisory approach.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Exceptional investment advice
Trustworthy wealth management
Personal touch vital
Helpful and knowledgeable
Investment income vital
Services
Investment Planning
Our investment planning service helps clients grow and preserve wealth through tailored strategies. We assess individual goals, risk tolerance, and life stages to design diversified portfolios. Utilising expertise from partners like St. James's Place, we ensure informed decisions aligned with long-term objectives. Regular reviews maintain alignment with evolving financial circumstances and market conditions.
Retirement Planning
We guide clients in securing their financial future through comprehensive retirement plans. By analysing current assets, future needs, and risk profiles, we create strategies to maximise income during retirement. Services include pension consolidation, tax-efficient withdrawals, and estate planning to ensure peace of mind for post-retirement life.
Protection Planning
Protection planning safeguards clients' financial security against unforeseen events. We design insurance solutions, including life cover and critical illness policies, tailored to individual and family needs. This ensures dependents are protected and maintains asset integrity during health or employment challenges.
Corporate Services
Corporate services cater to businesses seeking strategic financial guidance. We assist with pension schemes, tax planning, and succession strategies to ensure business continuity. Our advice helps company directors and owners navigate regulatory requirements while optimising financial performance and employee benefits.
Intergenerational Wealth Management
This service focuses on transferring wealth across generations while minimising tax liabilities. We develop estate plans, trusts, and gifting strategies to preserve family assets. By combining legal and financial expertise, we ensure smooth transitions of wealth and values, aligning with clients' long-term family objectives.
People
Steven Mathieson
Director
Steven Mathieson leads Mathieson Financial Services, focusing on client-centric financial solutions. With extensive experience in wealth management, he specialises in building long-term relationships and crafting tailored strategies to meet diverse financial goals.
Questions
What financial services do you offer?
We provide investment planning, retirement strategies, protection coverage, corporate advisory, and intergenerational wealth solutions tailored to individual and business needs.
How do you personalise financial plans?
We prioritise client goals, risk profiles, and life stages, creating bespoke strategies through one-on-one consultations and ongoing portfolio reviews.
Are you regulated by financial authorities?
Yes, we operate under the Financial Conduct Authority's oversight as an appointed representative of St. James's Place Wealth Management.
What is intergenerational wealth management?
We help families transfer assets across generations through tax-efficient estate planning, trusts, and legacy strategies to preserve wealth and values.
