3 Coburg Street
Leith, Edinburgh
EH6 6ET
This is not the head office for 2 Plan Wealth Management Limited. To view our head office, click here
2 Plan Wealth Management Limited
Financial Adviser based in Leith, Edinburgh
About
Alistair Young & Associates is a friendly family run financial planning practice which offers a range of payment options to suit all clients - the cost of initial consultations are met by us. We specialise in providing expert solutions to clients requiring advice in relation to financial protection, establishing and reviewing pensions and investments, assessing options at retirement and Inheritance Tax planning. We are part of the national IFA firm 2plan wealth management Ltd.
We provide in depth analysis of your current situation, and can provide planning projections for estimates of income in retirement, and help you work to achieving your goals. This could involve protecting your family against death or illness, saving for school fees, saving for retirement, and also how best to structure your pension arrangements when you reach retirement. At this stage, it is also common to advise on strategies to ensure as little Inheritance Tax as possible is paid on death.
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Regulatory & Compliance
Alistair Young & Associates is a trading name of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.
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