Why should you use Scotia Independent?
Scotia is a long established firm of Independent Financial Advisers. With offices in Glasgow. Although based in Scotland, we provide advise to clients across the whole of the UK.
We only employ advisers who have attained the relevant qualifications and have a broad experience in all aspects of personal money management.
Our approach to giving financial planning advice is simple:
An initial interview is arranged so that we may obtain quality information on your present financial position.
We will then discuss with you what your priorities are before considering your options. Our Specilaist Advisers will also consider the specifics of your situation.
We then present written solutions covering all areas of need and agree a timescale for implementing your plan.
Finally, we will give an undertaking to monitor all plans by conducting regular reviews and advising you on a continuous basis.
Tailor-made solutions are the hallmark of our operation and we aim to combine best advice and the highest standards of professionalism at every stage of the financial planning process.