Financial Services

We offer a full financial planning service providing independent advice on financial matters. Financial planning is the process of identifying the financial and personal goals you want to achieve and devising a plan for your finances to help you achieve them.

Our advice is tailored to both individual and corporate needs and to the complexities of the financial market place.

Our professionally qualified and experienced team provides a high level of service to clients across Scotland. Our personal approach means we get to know you, because it’s only by understanding the needs of you, your family, or your business, that we’re able to help you achieve your financial goals.

Our financial planning service is provided by Henderson Loggie Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

In today’s complex and turbulent financial markets, it is important to have access to financial advice that is properly tailored to achieve individual or corporate goals.

We will assess your current financial situation and discuss the objectives you want to reach and the time frame that can be achieved. By evaluating your situation, we will be able to develop and implement a plan to help you reach your goals, regularly reviewing your plan as it develops to change and update it as necessary.

As independent financial advisers employing the highest calibre of staff, we can provide the answer to your financial planning needs. Our efforts are concentrated on keeping up to date with market developments to provide independent advice which meets clients’ needs and provides cost-effective solutions.
We are not tied to any financial institution and can therefore provide truly independent advice. This allows us the freedom to provide a range of options and recommendations appropriate to the client.

Our service is enhanced in that we can call on the wider Henderson Loggie resources as required. By receiving specialist advice in the fields of corporate finance and tax, we provide a truly integrated service.

Private client services:

  • Financial planning and wealth management
  • Investment advice
  • Trusts and estate planning
  • Pensions and retirement planning
  • Tax planning for inheritance and capital gains
  • Life assurance and critical illness cover
  • Long term care planning
  • Private medical insurance
  • Income protection
  • School fees planning

Business services:

  • Corporate pensions
  • Auto enrolment consultation and implementation
  • Employee benefits
  • Succession planning
  • Corporate investments
  • Directors’ shareholder protection

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Email – financialservices@hlca.co.uk

 

Complaints

Clients are at the heart of our business and delivering an outstanding service at all times is what we strive to do. However, we recognise that from time to time our clients may have cause to make a complaint.

We are committed to dealing with complaints effectively and fairly in accordance with the Financial Conduct Authority’s complaint handling rules and guidance. If clients have a cause to complain, a dedicated team focused on ensuring that the clients are treated fairly during the process will deal with the complaints.

If our clients are not satisfied with the outcome of their complaint, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at The Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.

 

Disclaimer

Independent financial advice is provided by Henderson Loggie Financial Services Limited which is a wholly owned subsidiary of Henderson Loggie Chartered Accountants. Henderson Loggie Financial Services Limited is authorised and regulated by the Financial Conduct Authority.

Please remember that when investing the value of assets can fall as well as rise and the return of your original capital is not guaranteed. Also note that past performance should not necessarily be used as guide to the future. 

Any references to tax and legislation is based on our understanding of law and HM Revenue & Customs practice at the date of publication. Tax and legislation are liable to change. Tax relief may be altered and the value to the investor depends on their financial circumstances. The purpose of the information is to provide technical and generic guidance and should not be interpreted as a personal recommendation or advice.