Inverness Financial Advice provides Chartered independent financial planning for individuals, business owners, charities and trusts. Our service includes first getting to know your current circumstances and plans for the future then, focusing on the area(s) that you want to address, we will provide a recommendation from the whole of the market.
Please get in touch using the details in the "contact us" section to get started. Please note that any details you provide will be used solely for the purpose of contacting you to arrange an initial discussion. During the discussion you will be provided with a Customer Privacy Notice document which sets out how we will process your personal data in line with the General Data Protection Regulations. By completing the Contact Us form you are agreeing to this initial stage of data capture. If you would prefer not to do this please contact us by telephone in the first instance.
We will not use the details you provide us in the contact page to market to you.
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 register.fca.org.uk reference 813786. Registered in Scotland. Registered No. SO306406 at 58 Boswell Road, Inverness IV2 3EJ.
Should you wish to register a complaint, please write to or telephone Matthew Donn using the information provided in the Contact Us section. A summary of our complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 08000 234567.