AMLP Financial Planning Ltd

We’re a friendly, family-run financial planning firm, with traditional values and many years of experience. Based in Stonehaven, Scotland, the firm was first set up in 1979 by Andrew McIlraith with the full title of Andrew McIlraith Life and Pensions. Angus Mackintosh joined the firm in 1996 and after a management buy out in 2011, became Managing Director. At this point, the firm rebranded as AMLP Financial Planning Ltd. Coincidentally, with Angus having the same initials as Andrew, this worked well! It also fits with our belief in the importance of history and continuity, which is fundamental to much of our estate planning work. Angus is a Chartered member of the Chartered Institute for Securities & Investment, which is a prestigious qualification and testament to his skills and experience. It is also a sign of commitment to the high standards we hold here. Our personable, approachable team pride themselves on looking after you and your family throughout the generations. We want to set you in the right direction to achieve the most from your finances so that you can live the life you really want. Our clients are at the heart of all we do and we put great emphasis on providing a personal, tailored service. For this reason, we have a limited number of clients and deliberately keep it that way so that we can deliver the quality of work they have come to expect from us. We are entrusted with a lot of money, a responsibility which we take very seriously. Our clear and transparent fee structure, with its itemised menu of services, means you always know exactly what you are paying for. Life can be complex, very complex, which is why we want to make financial planning as simple and accessible as possible. People often come to us with two main questions, ‘Have I got enough money to last me?’ and ‘How best can I pass on my wealth?’ That’s why we see our role as being to cut through life’s uncertainties and provide you with practical, straightforward advice so that you can answer such questions with confidence. Whether it’s to help you know whether you’ve got enough to retire on or to show you the best way to pass your wealth on to future generations, we can help. We provide a full service in both investment and pension planning for our clients, so whether your requirement is for estate planning or pre or post retirement planning, we have all the relevant expertise. With the greater choice and flexibility relating to pensions these days, we specialise in helping clients to build up their funds as tax efficiently as possible to enable them to achieve the income and lifestyle they want in retirement. We see our role as helping you understand all the options available so you can make an informed decision as to what is right for you. We have four main types of service depending on your requirements; our annual review service, our two-year review service, our full advice and review service and our reactive service, including health checks and reviews of your financial plans as appropriate. You can just select the right level for you. If, when tackling your finances, you sometimes feel like you ‘can’t see the wood for the trees’, then our practical ‘what to keep and what to bin’ service can also be very useful. Sometimes simply not putting your money in something ‘bad’ can often be as important as actually investing in something ‘good.’ That’s why we also offer our popular second opinion service to help you wade through the many financial promotions you may be receiving and work out what is right for you. We always tailor our service to what you require. One aim underpins everything we offer and that is to give you peace of mind, which when you think about it, is invaluable.

Address: 11 Bridgefield, Stonehaven, Kincardineshire AB39 2HY. United Kingdom

Phone: +44 1569 765800
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