Mon - Thu, 9am - 5pm / Fri 9am - 3pmYour 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.
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.
Corporate financial planning is one of the most important elements of running a business.
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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.
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We can advise you on the most suitable products to grow your investment portfolio.
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We are able to discuss with you a range of options available to suit your individual needs at retirement.
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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.
Mon - Thu, 9am - 5pm / Fri 9am - 3pm
