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.
Corporate Services
Corporate financial planning is one of the most important elements of running a business.
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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.
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Investments
We can advise you on the most suitable products to grow your investment portfolio.
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Post Retirement Planning
We are able to discuss with you a range of options available to suit your individual needs at retirement.
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Protection Planning
We can survey the whole market to get you the most competitive policy for your needs.
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Retirement Planning
Our bespoke retirement planning solutions have been developed to meet your risk profile, helping you build a fund for retirement.
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