We have been providing impartial, independent help and advice to our clients for more than 20 years. Independent financial advice can benefit everyone, and we're here to help and advise on all manner of future planning - for you individually, for your family or your business, and much, much more.
Whether it's a pension, saving for your child's education, business premises you want to insure, or simply some peace of mind that your financial matters are being looked after by a highly qualified and experienced financial professional, our team at Spence and Spence are here to help you.Take a look at our range of services below for more details about how we can assist you.
Whether it's a pension, saving for your child's education, business premises you want to insure, or simply some peace of mind that your financial matters are being looked after by a highly qualified and experienced financial professional, our team at Spence and Spence are here to help you.Take a look at our range of services below for more details about how we can assist you.
Services
Spence & Spence has been providing independent financial advice to our clients in Scotland for over 20 years. We are committed to ensuring that we provide you with impartial advice to help you to make the right decisions, and ultimately to reach your long term financial objectives.
We are authorised to advise on the entire range of financial products and the advice you will receive will always be delivered to you in an unbiased, jargon free and easy to understand format.After completing a Neuroscience degree at the University of Edinburgh, Alison started her career in financial services in 2003, working in the mortgages department at Bank of Scotland.
We are authorised to advise on the entire range of financial products and the advice you will receive will always be delivered to you in an unbiased, jargon free and easy to understand format.After completing a Neuroscience degree at the University of Edinburgh, Alison started her career in financial services in 2003, working in the mortgages department at Bank of Scotland.
As Independent Financial Advisers, we provide entirely impartial advice on any existing products and policies you may already have, and on any new ones you may be looking to take out. We have the ability to search the marketplace for the very best deals without being tied to any particular provider.
We all now face more and more financial choices than ever before. With the abundance of new products and services that are being made available and their promise that they are the best on the market, trying to understand what is best for you can seem a daunting and overwhelming prospect to have to tackle.
Depending on what stage of life you are at, you may or may not have a pension or a retirement plan in place. But with the regularly reported statistics about how our aging population is living longer than ever before, and the declining ability for the state to take care of us in our older years, preparing for life after work is a necessity.
Once we have a clear picture we'll guide you through the various products available, and make suggestions about whether you should go down the route of a savings or an investment plan. With regular reviews we can ensure that your portfolio is managed in the most profitable and the most tax efficient place, giving you peace of mind that your money is working as hard for you as possible, and at a level of risk that you are comfortable with.
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