We offer clients a choice of advice services designed to suit their needs. In addition we offer a comprehensive range of financial solutions backed by qualification, experience, and high levels of ongoing service. Independent Advisers (Scotland) Ltd prides itself on the strength of its client relationships which have been forged over many years and built on integrity and trust.
Our aim is to be there for clients when it matters.
At IAS we treat clients as individuals. Your objectives, goals and requirements are important to us and we will take time to talk with you on a one-to-one basis. This not only demonstrates how much we value our client relationships but allows us to establish exactly what your expectations are from us and determine what you want to achieve within an appropriate timescale.
Our client relationships are based on trust, expertise, service and professionalism.
Who do we work best with?
Business owners: We work with business owners and Directors to manage and plan their affairs and add value to employee benefits.
Professionals: Teachers, Doctors, Accountants, Solicitors etc. We can help create a financial plan with regular reviews to make sure you have enough money in retirement.
The 50+ age group: We provide solutions for those approaching or already in retirement and work with you to protect and manage your assets.
What is the Role of the Adviser?
• Clearly understand your goals
• Develop the right strategy to achieve those goals
• Minimise any tax implications
• Minimise any risks (or help you clearly understand those risks)
• Provide education on investments
• Develop an appropriate investment strategy
• Monitor progress towards objectives
• Review your strategy regularly
Our Client Charter
We believe that all clients should receive from us:
• A choice in how we work together
• Access to real people who understand and are friendly
• Clear expectations and time to decide
• Highest levels of expertise, advice and service
• Timely and appropriate responses
• Regular reviews and updates on products and services
• The opportunity to let us know if we let you down so that this can be addressed
Independent Advisers (Scotland) Ltd
Independent Advisers (Scotland) Limited is registered in Scotland
Registration No. SC252740
Registered office: 81 St Vincent Street
2nd Floor, Glasgow, G2 5TF
Tel: 0141 221 4442
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