Advisory process

Martin Aitken Financial Services Limited offers a truly independent and holistic advisory service that is clear, straightforward and client-focused.

Our client agreement provides you with information about Martin Aitken Financial Services Limited; the services we offer and confirmation on what basis we intend to do business. 

Our financial planning advisory processSuccession

Step 1 – information

We ask you to complete a Confidential Client Questionnaire to help us give you the most suitable advice.

Details of your current circumstances, income and expenditure, tax position, assets and liabilities, risk assessment, financial objectives and priorities will help us give you the most suitable and appropriate financial advice to your immediate needs and future plans.

We can help you whether you are looking for bespoke advice on a single type of investment, financial planning for your retirement, a more comprehensive wealth management strategy, or if you require a range of our financial services.

We will guide you on what is best for your circumstances.

Step 2 – free initial consultation

The initial consultation is free and you are under no obligation to proceed.  It allows us to understand your circumstances, needs and objectives.

Step 3 – recommendation

We will summarise the fully researched recommendations in a clear and easy to read report, supported by personalised illustrations and product literature.

Step 4 – action

If you decide to proceed, we will help you complete any forms and ensure your investments are properly set up.

Step 5 – regular reviews

To ensure your finances remain on track, we can cater for any changes in your circumstances, needs and objectives as we offer a regular review service, the frequency of which can be arranged with us.  This will give you the peace of mind that any changes in circumstances, appetite for risk, needs and objectives can be identified and addressed.

Free initial advisory consultation: contact our IFAs in GlasgowTimeMgt

While we are based in Glasgow, we are happy to travel to visit clients across Scotland and the rest of the UK. For a free initial advisory consultation with one of our experienced financial advisers based in Glasgow, contact us on 0141 272 0000 or fill out our online enquiry form.