Inverness Financial Advice provides Chartered independent financial planning for individuals, business owners, charities and trusts. Our service includes getting to know your current circumstances and plans for the future then, focusing on the area you want to address, we will provide a recommendation from the whole of the market.
There is no cost for an initial consultation so phone us (number below) or use the "contact us" at the top of the page to get started.
A "Customer Privacy Notice" will be provided at the earliest possible opportunity to make you aware of how we treat our customers' information.
The purpose of this website is to provide generic and technical information and should not be interpreted as advice or a personal recommendation.Tax and Trust planning are not regulated by the Financial Conduct Authority.
Inverness Financial Advice
LLP is a Limited Liability Partnership and is authorised and regulated by
Financial Conduct Authority. Registered in Scotland, Registered No. SO0306406,
registered address is 58 Boswell Road, Inverness IV2 3EJ.