Straightforward financial planning for you and your family

We value our relationship with you, which is why we place it at the heart of everything we do. We'll be there with honest, expert financial advice at every stage in life's journey.

Macbeth Currie Financial Services

As Independent Financial Advisers, we have no links or ties to any one product provider and can access products from across the whole marketplace. This means we can choose the financial products best suited to you.


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 and are committed to providing east-to-understand, jargon-free help and advice. 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. In addition, we fully embrace the FCA guidelines on Treating Customers Fairly (TCF).

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.


Our Services

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.

  • Pensions

    Pensions

    Macbeth Currie advises on stakeholder pension plans, personal pension plans, self invested pension plans and company pension schemes, offering a fully comprehensive service on creating a retirement plan that’s tailor-made for you.

    • Company Pensions
    • Stakeholder Pensions
    • Retirement Options
    • Pension Income Drawdown
    • Retirement Annuities
  • Mortgages

    Mortgages

    As one of the biggest financial commitments you will ever make, it is important to make sure you get the right mortgage. As Independent Financial Advisers, we can help you find the best deal on your mortgage from hundreds of lenders offering thousands of products.

    • Equity release
    • Purchasing
    • Re-mortgaging
    • Buy-to-Let *
  • Investments

    Investments

    We provide practical, impartial advice on a wide range of investment strategies, including inheritance tax planning, investment management, tax and estate planning, portfolio construction, ISA’s and unit trusts.

    • Inheritance Tax Planning
    • Investment Management
    • Tax & Estate Planning *
    • Portfolio Construction
    • ISA’s / Unit Trusts
  • Protection

    Protection

    Macbeth Currie will ensure you have the cover you need, at the best price and quality available in the market, including Life Assurance, Critical Illness, Income Protection and Healthcare.

    • Life Assurance
    • Critical Illness
    • Income Protection
    • Healthcare
Get in touch
  • Sell your home

    Sell Your Property

    Find out what your property may be worth with a FREE property valuation.

    Free Valuation
  • Let your home

    Landlords

    Get in touch to find out how much you could earn from letting your property.

    Rental Valuation
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