Financial services

Martin Aitken Financial Services Ltd, Chartered Financial Planners.

MAFS, a wholly owned subsidiary of Martin Aitken & Co, offers specialist financial advice and planning for individuals, businesses and charities.

We understand how important it is to make the right financial decisions for yourself, your family and your business and we have built up a solid reputation for delivering the highest possible standard of advice and on-going service.stocks

We are not tied to any bank, building society or Investment House, so you can be sure we are making decisions that are in your best interest. >MAFS services for individuals and businesses

How can we help?

If you need pension advice, our pension’s advisers can help you whether you are planning for retirement or if you have already retired. We provide a free initial consultation.

Whether investing capital for yourself or your company, there are various options available and a number of questions which need to be addressed:- is it a lump sum investment or a regular savings plan? Should you invest onshore or offshore? What about ISAs, Unit trusts and Investment Bonds or maybe investing directly or indirectly in commercial property? We’ll talk you through the options and how often you should review your choices.TPL 2020 21

Tax planning - personal, family and corporate

Tax is often the last thing that is considered by families when a relative dies. However, what you can be sure of is that it will be among the first things that your family will have to pay from your estate. How much tax is to be paid from your estate is entirely dependent on you – and the choices and plans you make now.

We’ll talk you through your options and tax implications to ensure your beneficiaries receive the maximum benefits from your estate. Download our 2020-21 Tax Planning for Life for a range of suggestions and ideas on how you can maximise your income and minimise taxes due to HMRC >click here

You should never be without sufficient financial protection whether you’re married or living with a partner, with family or without, or even single. That way should an event such as bereavement, serious illness, unemployment or incapacity occur, you’ll at least have the comfort of knowing yourself and your loved ones are covered.

Whether you own or manage a business, our advisers can help you. They will provide you with a free initial assessment on your best options to secure financial protection, for instance, key person insurance and shareholder/partnership protection insurance.

Martin Aitken Financial Services Ltd is Regulated and authorised by the Financial Conduct Authority (FCA).

We offer products from the whole market and we will advise and make recommendations only after we have comprehensively assessed your needs and priorities. See our Client Agreement/Service Proposition for further information.