Financial Planning is very important, it provides our clients with peace of mind and helps them to achieve the lifestyle they want.
Start Early!
Pensions are complex and the rules around them change often. A flexible approach is necessary as the Government and Regulators change their focus.
We can guide you all the way.
Most people take out life assurance to provide for their families and alleviate any financial worries at a difficult time. We can help you assess the cover needed and the best way of setting up the arrangements.
We can help you develop a plan to enjoy a confident financial future. This can involve saving regularly, investing lump sums and using the most tax efficient plans suited to your needs.
We’re Here To Help
Buchanan & Company Financial Services provides independent financial advice to both personal and corporate clients. We offer specialist advice on pensions and investments as well as inheritance tax planning, trusts, life assurance and corporate insurances.
As a family firm we offer the most important element in the financial planning process – trust. Our passion and commitment to clients, and each other, is the reason why we now advise some families spanning three generations.
Being a fiercely independent firm, we have complete freedom to provide a bespoke service based solely on your requirements without being restricted to particular insurance companies, products or providers. Our work is tailored to each client’s individual circumstances.
Our approach is straightforward. You tell us about your current situation and about your financial goals. We look at your existing arrangements and discuss how these fit in to your overall planning needs. We will then guide you on how best to achieve your goals, with a plan that is manageable, sustainable and fits easily into your life.
For over 25 years we have successfully managed portfolios, large and small. We believe in maintaining long-term relationships with our clients by means of regular meetings and discussions, making sure that the inevitable changes in life are always catered for.
We believe that customers come first, and our years of experience have found that our clients respond to tailored, thoughtful advice. We are always just a phone call away, to provide any guidance that you may need. We would never leave our clients talking to a “chat bot” or any other automated service.
Financial Planning & Wealth Management can be incredibly complex, we aim to provide advice that suits your needs, framed in a way you can understand.
Our Story
After working in life assurance and pensions for over twenty years, Alan took over the wealth management arm of A.E. Taylor and focused on pensions and investments.
Over the years two of Alan’s children – Jack and Lydia – have joined the business and it has gone from strength to strength.
In September 2021, A. E. Taylor rebranded under Buchanan & Company Financial Services after becoming directly authorised by the F.C.A., as we felt this was the only way to remain truly independent and put our clients’ interests first.
Meet The Team
