Business Details
Your Trusted Financial Planning Partner in Inverurie
At IWP Financial Planning, we provide expert financial guidance tailored to meet individual and business needs. Our seasoned advisers specialise in pensions, savings, investments, and protection, helping clients make informed decisions to achieve their financial goals. With a client-centric approach rooted in care, integrity, and collaboration, we combine local expertise with the resources of a larger regulated group. Our independence allows us to offer market-wide solutions, ensuring recommendations align precisely with client requirements. Recognised for our commitment to exceptional service, we operate under the Financial Conduct Authority's authorisation, maintaining rigorous standards.Whether planning for retirement or enhancing financial well-being, we deliver personalised strategies supported by decades of collective experience. Our team's dedication to transparency and ethical practices ensures clients receive reliable advice throughout their financial journey. Located in Inverurie, we serve clients across the UK with a focus on building secure financial futures. Through continuous support and tailored solutions, we empower clients to navigate complex financial landscapes with confidence. Our partnership with IWP Financial Planning Limited strengthens our ability to provide comprehensive services while upholding our core values.
Services
Protection
Savings
Investments
Pensions
Financial Planning
Highlights and features
- We offer independent advice from across the market
- Our team has decades of combined financial planning experience
- We maintain common standards through FCA authorisation
- We prioritise client needs with a personalised approach
- We combine local expertise with group resources
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service creates tailored strategies for individuals and businesses. We assess current financial positions, future goals, and risk profiles to develop comprehensive plans. Clients benefit from ongoing support and market-wide product access to optimise their financial outcomes.
Pensions Advice
Specialist guidance on pension arrangements including workplace, personal, and self-invested pensions. We help clients maximise retirement income while considering tax efficiency and inheritance planning. Our independent status ensures unbiased recommendations across available market solutions.
Investment Management
Customised investment strategies aligned with client objectives and risk tolerance. We provide access to diverse investment vehicles and ongoing portfolio reviews. Our approach balances growth potential with capital preservation through regular market analysis and adjustments.
Protection Planning
Comprehensive risk assessment and insurance solutions to safeguard financial security. We evaluate life, critical illness, and income protection needs, recommending policies that provide adequate coverage while maintaining affordability for our clients' circumstances.
Savings Strategies
Tailored savings plans for short and long-term financial goals. We help clients optimise ISA allowances, utilise tax-efficient wrappers, and implement structured saving approaches. Our strategies focus on achieving target amounts while maintaining liquidity and accessibility.
People
Zane Hunter
Head of Financial Planning
With over 15 years in financial services, Zane leads our planning team. He specialises in complex retirement strategies and investment structuring, ensuring clients receive technically sound, practical advice aligned with their life goals.
Andrew Park
Financial Planner
Andrew brings extensive experience in pensions and tax-efficient planning. He focuses on creating bespoke solutions for high-net-worth individuals, helping clients optimise their financial arrangements while maintaining compliance with regulatory requirements.
Hamish Strathairn
Financial Planner
Hamish specialises in investment management and risk mitigation strategies. With a background in corporate finance, he helps both individual and business clients develop wealth management plans that balance growth objectives with security needs.
Gavin Wilson
Financial Planner
Gavin focuses on protection planning and intergenerational wealth transfer. His expertise in insurance solutions and estate planning ensures clients' financial legacies are preserved according to their wishes while minimising tax liabilities.
Questions
What financial services do you offer?
We provide comprehensive financial planning including pensions, investments, savings strategies, and protection planning for individuals and businesses.
Are you regulated by any financial authorities?
Yes, we operate under the authorisation of the Financial Conduct Authority (FCA) and adhere to their strict regulatory standards.
How do you tailor financial advice to individual needs?
We conduct detailed fact-finding sessions to understand your circumstances, goals, and risk tolerance before developing customised financial strategies.
What areas do you cover?
While based in Inverurie, we serve clients throughout the UK with both in-person and remote advisory services.
How are your fees structured?
We provide transparent fee disclosure upfront, with options including hourly rates, fixed fees, or percentage-based charges depending on the service complexity.
Can you help with retirement planning?
Yes, we specialise in creating comprehensive retirement strategies, including pension consolidation, income planning, and tax-efficient withdrawal approaches.
