Financial Advisors in Ellon

Speak to our Ellon financial advice team

Our team of independent financial advisors assists clients in Ellon and the surrounding area. You can meet your adviser face to face, by phone or online, building a long-term professional relationship to boost your confidence and ensure a successful financial future. With our financial advisors in Ellon, we can meet locally and take the time to get to know you and your hopes for the future – and when you’re ready to proceed, we’ll create a bespoke financial plan that clearly sets out the steps you’ll need to take to achieve your financial goals.

Financial Planning services available in Ellon

From investment advice to pension planning, our advisors in Ellon can help you take control of your finances and plan for a strong financial future.

• Investments in Ellon – make your money work harder
• Retirement planning in Ellon – learn how to use your pensions efficiently
• Protection in Ellon – plan for the unexpected
• Workplace in Ellon – financial planning for businesses and individuals all under one roof
• Mortgages in Ellon – helping you find the right mortgage for you

The value of your investments can go down as well as up, so you could get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.