Financial Planning UK

Why we believe everyone needs it

Financial planning and retirement security go hand in hand with peace of mind.

Are you sure you haven’t now reached the stage in life where you need advice on how best to look after your assets?
Do you now want to explore your opportunities and get tailored planning advice based on your own unique circumstances?

Since we started in 1975, we've helped individuals and companies just like you make sense of their financial planning options and get their financial independence goals back on track.

Getting all your financial ducks in a row

Everyone has different circumstances and plans in life which is why we go the extra mile to understand exactly what you need and give you a plan for making it happen.We will provide you with advice on a wide range of financial planning matters, including:

Early retirement – is this a realistic option for you? How can we make it happen?
Essential tax advice and why you need it
Investment portfolio construction and management
Financial planning to reach your goals

Our team of advisers provide a wealth of knowledge in all aspects of financial planning, so you can rest assured that you are in experienced hands.

The Financial Conduct Authority does not regulate Tax Advice.

Let's work together to bring you financial peace of mind. Contact us now to arrange your appointment.

©2023 Alan Steel Asset Management Limited is authorised & regulated by The Financial Conduct Authority. Please note that the Financial Conduct Authority does not regulate some forms of tax advice. Company Registration: SC58014

You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

The investment services and/or investments referred to in this website may not be suitable for you. If you are unsure we suggest you contact us to discuss matters further. If we believe our services are not right for you we will tell you.

When investing money, whether for income or growth, you are placing your capital at risk as the value of investments may vary, so you could get back less than you started with.

The Financial Conduct Authority does not regulate Tax Advice, Trusts or wills. Alan Steel Asset Management Limited is authorised and regulated by the Financial Conduct Authority. The guidance contained in this website is subject to the regulatory regime of the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.

FOS details can be found at www.financial-ombudsman.org.uk

Alan Steel Asset Management Limited are not responsible for the content of external sites.