Financial planning

Alexander Sloan Financial Planning Ltd is an Independent Financial Adviser, specialising in pensions and investments. We can advise on the whole market of investment products and solutions. 

We aim to combine the use of today’s technology for research, information and communication with traditional values of trust, expertise and competence.

Who are we?
The company was formed in 1999 and is independently owned so we have no vested interest in the advice we give and the investments we recommend.

 

Colin Rodger
Managing Director

Colin has over thirty years of experience in the financial services industry and has been an IFA since 1988.

He has a wealth of experience in all financial matters and will be delighted to help you regardless of how simple or complex your financial circumstances are.

Colin personally deals with all enquiries and can be reached on colin.rodger@alexandersloan.co.uk

Andrew McBean
Director

Andy is senior partner of Alexander Sloan, Chartered Accountants and is chairman of Alexander Sloan Financial Planning Ltd.

Mark Mulholland
Director

Mark is a partner of Alexander Sloan and is Alexander Sloan Financial Planning Ltd’s compliance officer.

As a business, we aim to offer the highest standard of personal financial planning. We have highlighted some of the areas we deal with, but if you have any enquiry on pensions, investments or related matters, please contact us and we will be very pleased to help.

Our FSA number is 190674 and you can read our entry in the Financial Services Register at www.fsa.gov.uk.

You can review our terms of business which explain our duties and responsibilities to you.

Alexander Sloan Financial Planning Ltd   
Email: colin.rodger@alexandersloan.co.uk

Authorised and Regulated in the UK by the Financial Services Authority

A Company Registered in Scotland No. 197380