AML Associates Financial Services Limited

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Overview

Operates in Dundee
Posting since 2018

Portfolio

Services

Financial Advisors

Health Insurance

Investment Advisors

Key Person Insurance

Directors Liability Insurance

Pensions and Incentives

Personal Finance Instruction

Public Liability Insurance

Description

AML Associates are a fully Independent Financial Adviser firm with no allegiance to any provider therefore putting the client first in everything we do. We are based in the central belt of Scotland and provide excellent customer service delivered with a smile.
I specialise in working with individuals, families and SME businesses and have a fantastic understanding of solutions that help protect and grow wealth.

Skills & Expertise:
Understanding client needs and objectives
Project Management, holistic approach to help clients plan for their future
Retirement Planning, Pension Drawdown
Mortgages
Family Protection, Financial Planning & Wealth Management
Business Investment and Protection (Access to Cash Management Service & Investment Solutions, Shareholder, Keyman, Relevant Life)
Inheritance Tax & Intergenerational Planning
SME’s Helping Employers & Employees understand pensions
Tax Mitigation

Ad ID: 8241950721

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Reviews (2)

Please note: any reviews provided by our partner, Bark are not managed or verified by Gumtree.

5.0out of 5

2 reviews

Brian Close

24 May 2021

Good swift response to the request

Jill Davis

17 March 2021

Stress free experience. Lachlan organised my pension transfer explaining each step along the way and any questions I had were answered promptly. I felt very comfortable dealing with him and am continuing to use his expertise as my financial adviser going forward.

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