Wealth Management / Financial Advice

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

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  • Pensions
  • Capital Investment

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.

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.

We aim to provide a service and advice that is clear, concise, well researched and tailored to your individual needs and circumstances and our specialist areas of financial advice include the following:-

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 >more

  • Inheritance Tax & Estate Planning 

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 >more

  • Personal protection
  • Corporate protection

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.

Our expert Independent Financial Advisers (IFAs) have a wealth of knowledge to give you the best possible independent advice on business and personal financial planning matters. To make an appoint click here.

MAFS 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.