Financial Services

Macbeth Currie Financial Services are Independent Financial Advisers and 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 many 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 FSA guidlines on Treating Customers Fairly (TCF).

Our Advisers are:
Duncan Philp,Dip PFS, our Senior Consultant who is based in our Dunfermline main office and Jim Lawson Cert PFS PMA MCIBS based predominantly in Bonnyrigg.  Duncan is also a pensions transfer specialist with advanced pension qualifications, he also regularly contributes to financial features in the mainline press.

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 have the choice of either paying a fee for our professional services, or alternatively our services can be funded by commission received from the providers.

Pensions - click here for details on our wide range of pension services.

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

Protection

• Life Assurance
• Critical Illness
• Income Protection
• Healthcare

Mortgages

• Purchasing
• Re-mortgaging
• Buy-to-Let *

Investments

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

 

Macbeth Currie are authorised and regulated by the Financial Services 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.