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Financial Planning

Buchanan & Associates

Welcome to Buchanan & Associates Financial Planning, providing Independent Financial Advice to a wide variety of clients. We offer advice to private and commercial clients on private and occupational pensions, investments and insurance.

Buchanan & Associates Financial Planning is a trading name of IWP Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Reference 441359.

The Team

Meet the team at Buchanan & Associates

Our team is truly independent, so can offer you advice from across the market, finding the most suitable products and services which suit you.

Whatever your requirements, we have many years of experience in meeting our customers’ needs.

Meet The Team

Client Login

Your dedicated investment service involves managing your portfolio in line with the investment objectives and strategy you agreed with us. By making use of state of the art technology, you can view all your investments in one place. Please select one of the following options to login and access your portfolio.

Our Services

Buchanan & Associates Financial Planning provide bespoke consultancy advice to commercial and private clients. The Wealth Management division was borne out of the need to provide top quality independent financial advice to high net worth clients and their businesses. You can view all of our services here.

Assurance

We can survey the whole market to get you the most competitive policy for your needs.

Corporate Services

Corporate financial planning is one of the most important elements of running a business.

Inheritance Tax

Inheritance tax planning is a complex area, however careful planning helps ensure you take advantage of all the allowances and relief’s available and could save you a lot of money.

Investments

We can advise you on the most suitable products to grow your investment portfolio.

Pensions

We can provide you with advice not only on your personal pension, but also on your occupational pension.

Post Retirement Planning

We are able to discuss with you a range of options available to suit your individual needs at retirement.

Client Testimonies

A most excellent service. Never had better. Most importantly, the service is personal – and always time for clients.

“Mr & Mrs J.T – Elgin

I appreciate Buchanan & Associates for their professional guidance through these volatile times.

“Mrs L.R. – Edinburgh

I wanted a financial adviser who I could trust. Paramount was someone who would listen and understand my requirements and provide the building blocks to reach my aims. Buchanan Associates meet this criteria and more, offering tailor made solutions using a range of investment instruments based on sound professional advice. Being a small local company they are also very accessible and able to meet their clients on a regular basis.

“GW – Aberdeen

We have benefited greatly from the sound financial advice received. Everything is explained in a simple, straightforward and easily understood manner. Nothing is too much trouble. We have recommended Buchanan Associates to our friends.

“Mr A.C. – Torphins

We have used the services of Buchanan & Associates for over 10 years and always received professional guidance and a personal service tailored to our financial needs. Whether it be for investment planning or pension advice they have always delivered an exemplary service and found the time to discuss issues and concerns should they arise.

“G.D. – Nairn

The Team

Our team is truly independent, so can offer you advice from across the market, finding the most suitable products and services which suit you. Whatever your requirements, we have many years of experience in meeting our customers’ needs.