We are qualified, professional Independent Financial Advisers specialising in pensions, investments, and mortgages - including equity release and home reversion plans - bridging loans, and other types of loan, including Commercial and Agricultural loans.
We also offer a range of corporate services, including group pension and insurance schemes. Employers will be aware of the Government requirements for pensions schemes which come into effect in 2012 - come and talk to us for information and advice.
Why an Independent Financial Adviser?
As an independent, Orkney IFA has access to the full range of products and services available in the UK - as opposed to a Tied Agent or Company Representative who may only advise on products from the company they represent. Because we're independent, we're able to help you identify and resolve your financial planning needs by offering choice, value for money, and a high-quality - completely confidential - service.
If you'd like to discuss a particular issue or find out how we can advise on your particular situation then please contact us by email or telephone us. Or just call in if you're passing - visitors are always welcome.
Orkney IFA is committed to the guiding principles of Treating Customers Fairly, a set of guidelines and tests introduced by the Financial Services Authority.
Orkney IFA Ltd is an appointed representative of Independent Financial Strategies Ltd which is authorised and regulated by the financial conduct authority. Registered in Scotland No. 271575
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk