Investment advisers with a wealth of experience in private investment & portfoilo planning. Tax treatment is based on individual circumstances and may be subject to change in the future. Is an appointed representative of TenetConnect Services Limited, which is authorised and regulated by the Financial Conduct Authority. The levels, bases and reliefs of taxation are subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
Services
AB1 Financial Planning Ltd. was established by Alistair Blyth FPFS to provide holistic financial planning and independent financial advice to both new and existing private individual and SME corporate clients alike. As a company dedicated to continuing to provide independent advice both for now and the long term future, we offer our clients the option of remunerating us on a fee only basis, a commission only basis, or a combination of the two. At the heart of our operation lie the interests of you, the client.
Alistair has over 31 years of experience as a financial adviser and was one of the first advisers in the UK to be awarded the title of Chartered Financial Planner when this was first awarded in 2005. The title of Chartered Financial Planner is awarded by the Chartered Insurance Institute (CII) and is recognised as a pinnacle of professional excellence within the financial services profession.
In today's complex world of financial planning, choosing the correct adviser has never been more important. Not only should you check how well qualified and experienced your adviser is, you should also make sure that you fully understand what type of advice he or she is authorised to provide. We believe that the best way is the simplest - only deal with an Independent Financial Adviser, and preferably one who has not just passed the Chartered Insurance Institute's Diploma qualification but holds the CII Advanced Diploma (degree level) qualification and is a Chartered Financial Planner.
We provide full advice and recommendations across the entire spectrum of financial services to help you to construct the most appropriate personal and family financial planning portfolios. An adequate protection portfolio forms the foundation stone for all aspects of financial planning. Once you've covered the unforeseen events that no one can control, you can then start to plan your future on a more secure footing.
Reviews
Be the first to review AB1 Financial Planning Ltd.
Write a Review
