About Us

Buchanan & Associates Financial Planning Ltd 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.

We offer advice on all the following areas:

• Investments
• Pensions (private & occupational)
• Insurance
• Asset Management
• Inheritance Tax Planning – The Financial Conduct Authority does not regulate taxation and trust advice

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.

• Our Investment Process
• Wraps
• Model Portfolio Service
• Onshore Bonds
• ISAs
• Open Ended Investment Companies (OEICs)