Clark Gillone aim to provide the highest standard of Independent Financial Advice. Our comprehensive range of services include advice on Investments, Pensions, Protection, Savings, Mortgages, and Estate Planning. Clark Gillone holds the prestigious title of Chartered Financial Planners. There are very few such organisations in the UK and we are proud to be one of the largest independent firms in Scotland to have been awarded this status.

It is a clear indication of our commitment to professionalism and to ensuring that all our advisers are suitably trained and qualified in their given areas of responsibility.

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Mortgages Report

Whether you are a first time buyer, existing homeowner, considering moving home, or simply wishing to review your existing mortgage arrangement to establish if savings can be made, Clark Gillone can undertake a confidential and impartial review of your mortgage arrangements and provide the appropriate mortgage solution.

Investments Report

A core function of our business is to advise our clients on accumulating and investing capital which may be required for a variety of purposes throughout life. We help our clients to understand the issues which need to be considered and the criteria to be applied in determining how their investment portfolios should be structured to suit their individual needs and attitudes to risk.

Taxation Report

The issue of tax is always an important part of the decision-making process. Making the most of UK tax allowances, tax bands, tax charges and benefits is an important part of any financial plan. Income Tax, Capital Gains Tax and Inheritance Tax are the taxes that affect most. Depending on your circumstances it may not be possible to avoid certain types of taxation, but it will be possible to structure a plan that will ensure you do not pay any more than you have to.Efficient tax planning is the key to maximising your wealth.

Pensions Report

This has brought a much greater degree of flexibility and more people will be able to include their pension plan as a highly tax efficient part of their overall financial plan. If you also consider the low level of state pension benefits available, it is vital that we all make extra provision for our retirement through some form of private pension arrangement.

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