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PROFESSIONALISM

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We are proud of our reputation for professionalism and are committed to our own professional development.
We strive to exceed the Code of Ethics and Practice of the Institute of Financial Planning. Our clients expect no less. Our firm welcomes regulation by the Financial Services Authority. We actively seek feedback from our clients to refine our service.

YOUR SECURITY

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Most clients stress Security as the priority in their Financial Planning
We are never reckless. When it comes to planning your financial future we spend considerable time understanding your attitude to risk. We are driven by our core values of: Integrity; Clarity; Maintaining a long-term partnership with you.

CLARITY

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Guiding you through the complicated maze that is Financial Planning.
Planning your finances can be confusing. With vast amounts of information and 'free' generic advice from the internet and the media, it can be difficult to make the right decision. As your Financial Planners, our role is to not only advise you but to assist in helping you develop a comprehensive understanding of our recommended course of action.

Zone Financial Independent Financial Planners

We are a leading firm of Independent Financial Planners based in Glasgow working with individuals, trustees and business owners to plan their financial affairs and manage their wealth.

Our clients want the security that comes with professional independent and unbiased financial advice delivered by a qualified and experienced firm.

It is our aim to build long-term relationships with our clients based on trust and integrity. Our clients may have different financial objectives however they all want honest, impartial advice and value for money.

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Private Clients

Investing of Injury & Redundancy Settlements
Investing of sudden wealth
Investment Planning
Divorce Financial Planning
Pre-retirement planning including Pensions
Options at Retirement
Estate Planning
Nursing Home & Care Fee Planning
Family & Personal Protection
Residential Mortgages including Buy to Let

Specific professions

Investment Planning
Pre-retirement planning including Pensions
Options at Retirement
Business Protection & Succession Planning
Commercial Insurances
Employee Benefits
Commercial Mortgages
Commercial Property Purchase Through Pension

Corporate

Investment Planning
Business Protection & Succession Planning
Pre-retirement planning
Options at Retirement
Commercial Insurances
Employee Benefits
Commercial Mortgages
Commercial Property Purchase Through Pension

Phone: 0844 824 6995 | Facsmilie: 0844 824 6996 | Email: info@zonefinancial.co.uk

Zone Financial - Head Office: Fairbank House, 25-27 Ashley Road, Altrincham, Cheshire WA14 2DP
Zone Financial - Local Office: 3 Lynedoch Place, Glasgow, G3 6AB.

Zone Financial is a trading style of Zone Financial Planning Ltd, registered in England and Wales, Company No. 07174167, an Appointed Representative of Smart Financial Planning Ltd, Fairbank House, 25-27 Ashley Road, Altrincham, Cheshire WA14 2DP which is authorised and regulated by the Financial Services Authority