Business Details
Your Trusted Financial Advisers in Inverurie
Buchanan & Associates Financial Planning has been delivering independent financial advice to private and commercial clients for over a decade. Our expertise spans pensions, investments, inheritance tax planning, and retirement solutions, tailored to meet individual and business needs. As a team of experienced financial planners, we prioritise client-centric service, combining local accessibility with the resources of IWP Financial Planning Limited, an FCA-authorised group.Our approach focuses on long-term relationships, diversification strategies, and market-leading insights to optimise client outcomes. We pride ourselves on transparency, personalised guidance, and a commitment to navigating complex financial landscapes with clarity and integrity.
Services
Financial Planning
Investment Management
Inheritance Tax Planning
Pension Advice
Retirement Solutions
Corporate Financial Planning
Protection Planning
Highlights and features
- We offer over 10 years of experience in independent financial advisory services.
- Our team provides tailored solutions aligned with individual risk profiles and goals.
- We maintain FCA authorisation, ensuring regulatory compliance and client protection.
- Our local accessibility enables regular face-to-face client consultations.
- We deliver exemplary service evidenced by long-term client relationships and testimonials.
Associations and certifications
- Financial Conduct Authority
What people say
Personal service
Professional guidance
Tailored solutions
Exemplary service
Accessible team
Services
Financial Planning
Our financial planning services create customised strategies for individuals and businesses. We assess risk profiles, long-term goals, and market conditions to develop actionable plans. Clients benefit from ongoing portfolio monitoring and adaptive strategies to navigate economic changes.
Investment Management
We offer expert investment management tailored to client objectives. Our process includes market analysis, diversification strategies, and performance reviews. Clients gain access to real-time portfolio tracking through advanced digital platforms for informed decision-making.
Inheritance Tax Planning
Specialist inheritance tax advice maximises tax-efficient allowances for estates. We implement strategies to reduce liabilities while ensuring compliance with evolving regulations. Our approach balances legal requirements with client-specific needs for intergenerational wealth transfer.
Pension Advice
Comprehensive pension guidance covers personal and occupational schemes. We evaluate retirement goals, income requirements, and risk tolerance to design sustainable withdrawal strategies. Services include consolidating existing benefits and optimising tax-efficient options.
Corporate Financial Planning
Tailored financial solutions for businesses include employee benefits and succession planning. We address corporate pension schemes, executive remuneration, and risk management. Our expertise supports SMEs in achieving long-term financial stability and regulatory compliance.
People
Andrew Buchanan
Lead Financial Planner
With over 20 years in financial services, Andrew specialises in retirement and investment planning. He leads client relationships and strategic decision-making.
Andrew Park
Financial Planner
Andrew provides tailored advice on pensions and tax-efficient investments. He focuses on aligning financial strategies with client life goals.
Hamish Strathairn
Financial Planner
Hamish advises on complex inheritance tax mitigation and corporate financial planning solutions for business owners.
Richard Hemsley
Financial Planner
Richard specialises in retirement income strategies and portfolio management for high-net-worth individuals.
Ben Kerr
Paraplanner
Ben supports advisory teams with technical analysis, compliance documentation, and investment research.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, inheritance tax planning, retirement solutions, and corporate financial advisory services.
Are you regulated by the Financial Conduct Authority?
Yes, we operate as part of IWP Financial Planning Limited, an FCA-authorised and regulated firm (reference 441359).
How do you tailor financial advice to individual needs?
We conduct detailed assessments of financial goals, risk tolerance, and circumstances to create customised, adaptive strategies.
Can you help with business financial planning?
Yes, we provide corporate pension schemes, employee benefits advice, and succession planning for SMEs.
How are your investment management fees structured?
Fees are discussed during initial consultations, with transparent options including fixed fees or percentage-based arrangements.
Do you offer face-to-face meetings?
Yes, our Inverurie office enables regular in-person consultations alongside remote communication options.
