Business Details
22 Years
experience
Independent Financial Planning Services Glasgow
Established in 2004, Fitzallan Ltd is a Chartered Financial Planning firm based in Glasgow, advising clients across the UK and internationally. Our directors, former professionals at Ernst & Young, bring over 50 years of combined industry experience to deliver independent, fee-based financial advice. We specialise in pensions, investment, tax, and corporate planning for private clients, entrepreneurs, and professional firms. Our approach prioritises long-term wealth management, combining bespoke investment strategies with cost-effective solutions tailored to individual risk profiles and objectives.As one of the UK's earliest Chartered firms, we maintain rigorous professional standards, regulated by the Financial Conduct Authority. We focus on client education, transparent communication, and pragmatic advice, avoiding speculative trends to ensure sustainable financial outcomes. Our services integrate estate planning, protection strategies, and employee benefits, addressing both personal and business financial needs. With a client-centric ethos, we aim to simplify complex financial landscapes while maintaining compliance with evolving regulatory frameworks.
Services
Pensions Planning
Investment Planning
Tax Planning
Corporate Planning
Protection Strategies
Details
- Year established: 2004
Highlights and features
- We offer over 50 years combined industry experience in financial planning
- Our team holds Chartered status, meeting rigorous professional standards
- We provide genuinely bespoke investment strategies tailored to client needs
- Regulated by the Financial Conduct Authority for compliance assurance
- We maintain long-term client relationships through transparent communication
Associations and certifications
- Financial Conduct Authority
- Chartered Institute for Securities & Investment
What people say
Expert pension guidance
Bespoke investment strategies
Regulatory compliance assurance
Services
Pensions Planning
We guide clients through complex pension regulations to optimise retirement savings. Our specialists help navigate tax incentives, contribution limits, and investment strategies while ensuring alignment with broader financial goals. We focus on sustainable income solutions for retirement, balancing risk management with growth potential.
Investment Planning
Our bespoke investment strategies combine active and passive management approaches. We construct diversified portfolios considering individual risk tolerance, long-term objectives, and tax efficiency. We prioritise cost-effective solutions while maintaining flexibility to adapt to changing market conditions and client circumstances.
Tax Planning
We help clients optimise tax relief on pensions, utilise ISA allowances, and implement inheritance tax mitigation strategies. Our approach coordinates with external tax professionals to ensure comprehensive planning that aligns with overall financial objectives while maintaining regulatory compliance.
Corporate Planning
We advise businesses on pension provision, employee benefits, and succession planning. Our services include protection strategies for key personnel, retirement funding strategies for owners, and compliance with auto-enrolment requirements while optimising tax-efficient profit extraction methods.
Protection Strategies
We assess clients' protection needs against premature death or disability risks. Our solutions include life assurance, critical illness cover, and income protection policies tailored to personal circumstances and business requirements while ensuring value for money.
Questions
What financial planning services do you offer?
We specialise in pensions, investment, tax, and corporate planning for individuals and businesses.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (registration 401398).
Do you work with international clients?
Yes, while based in Glasgow we advise clients throughout the UK and internationally.
How do you charge for your services?
We operate an entirely fee-based business model with transparent pricing arrangements.
What makes Fitzallan Ltd different?
Our Chartered status, combined with over 50 years industry experience, enables bespoke solutions avoiding standardised model portfolios.
