01896751007 retirement@lowlandfinancial.co.uk

Ad hoc services

We believe financial planning works best as part of a regular review of everything. That way you can take account of changes in personal circumstances, legislation funds etc as the happen rather than years later.

However occasionally there is a one-off project or area of advice which is needed. Examples of an ad hoc project could be the research into and purchase of the best annuity at retirement or arranging Life or Critical Illness.

 We are happy to discuss and quote for ad hoc projects as required.

Contact us today for an appointment.