Secure your financial future

Your local Aberdeen Financial Planners

Build a trusted, personal relationship between you and your local Financial Planner - so we can support you to create a more secure financial future.

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What we offer

We support a wide range of clients, advisers and organisations with our wealth management and financial planning services.

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice to help your client’s devise a more secure financial future.

  • Matching you with the right advisers to build the most appropriate team around your client.
  • We’ll shape and manage a bespoke financial plan and investment portfolio for your client, giving them financial peace of mind.
  • Helping you stay informed with market commentary, personal finance guidance and thought leadership on key financial matters.
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Speak with your financial planner

01224 052070

Monday - Friday (9am - 5pm)

Latest insights

Article
Charles Stanley opens Aberdeen office in Scottish expansion push
By Charles Stanley
25 Jan 2019 | 2 min read

About the Aberdeen team

Established in 2019, our Financial Planners are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

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Where to find us

We are always happy to welcome you to the Aberdeen office.

26 Carden Place
Aberdeen
AB10 1UQ
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Meet the team