Welcome to Fitzallan
We specialise in helping our clients organise, preserve and grow their wealth, use it to lead the lives they want, and pass it on to future generations. We do so by providing sensible, clear and expert advice, developing long-term plans to meet our clients’ long-term objectives.
Fitzallan provides genuinely independent financial advice to four main groups of clients throughout the UK:
Partners in professional services firms
Private clients
Trustees
Entrepreneurs and their businesses
What we can do for you…
Investment planning
Our clients’ investment portfolios tend not to be created in ‘one fell swoop’.
Pensions planning
The primary purpose of pensions is, of course, to provide income and capital to savers in retirement, and the UK government has ensured that substantial tax incentives make investing via pensions attractive.
Tax planning
Financial planning advice invariably has tax implications.