Macbeth Currie Financial Services will remain Independent Financial Advisers in the new RDR world and will have no links or ties to any one product provider. We can access products from across the whole marketplace. This means we can choose the financial products best suited to you as an individual. Our objective is to give added value together with a high level of Client Service.
Our qualified advisers have over 45 years experience within the Financial Services Industry. You will receive the help and advice you require in plain English. Whatever the area of expertise required, you will always be informed in advance of any costs involved and will have the peace of mind of knowing our advice is truly independent. We also fully embrace the FCA guidlines on Treating Customers Fairly (TCF).
Our Advisers are:
Duncan Philp,Dip PFS, our Senior Independant Financial Consultant who is based in our Dunfermline main office (firstname.lastname@example.org) Duncan is also a Pension Transfer specialist with advanced pension qualifications, he also regularly contributes to Financial features in the press. He has the Statement of Professional Standing (PFS) which all Independant Advisers require to practice. Duncan is now an individual member of the Ethical Investment Association, one of only five (individuals/firms) currently in Scotland.
Jim Lawson PMA MCIBS our Mortgage Adviser who is based predominantly in Bonnyrigg (email@example.com). Jim has the CeMAP qualification, CII ER1 Equity release qualification and is recognised as a Professional Mortgage Adviser PMA through the CII.
We advise a wide range of individuals, all with different circumstances and needs, and our philosophy is to work with our clients in meeting their objectives.
As a client of Macbeth Currie Financial Services, you will become either a CORE or a CORE PLUS client and will pay a fee for our professional services, or alternatively some of our services such as term assurance can be funded by commission received from the providerssuch as some forms of life Assurance. Mortgage advice can be either by Fee or by commission paid by product Providers.
* Company Pensions
* Stakeholder Pensions
* Retirement Options
* Pension Income Drawdown
* Retirement Annuities
* Life Assurance
* Critical Illness
* Income Protection
* Equity release
* Buy-to-Let *
* Inheritance Tax Planning
* Investment Management
* Tax & Estate Planning *
* Portfolio Construction
* ISA’s / Unit Trusts
Macbeth Currie are authorised and regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage. Mortgages - our charges are typically 0.5% of the loan. eg £500 on a £100,000 mortgage.
Macbeth Currie Offer A Free Initial Consultation.
* The Financial services Authority does not regulate estate agencies, conveyancing, tax advice and some forms of Buy-to-Let.