Mathieson Financial Services Ltd

We provide Wealth Management services to Private Clients and Business owners covering various areas of what is a complex world in Financial planning. Our team consists of myself, Rebecca Mathieson, Julie Neilson, Larissa Wilson, Jacquie Mackay, Colin Howitt, Moira Hawkes and Iona Reid. We are based in the centre of Inverurie. This allows us to be accessible to clients both within the local area but easily accessible to Aberdeen and further afield. We like to welcome clients into our new office but happily visit clients at their home if preferred. As clients needs and circumstances change, and the financial industry changes along with the ever changing world of taxation, we keep our clients up to date to ensure they are in the best position to benefit from any relevant changes. For more information on the services we provide, please visit www. mathieson-financial-services. co. ukAs a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support. The Partner /Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives SJP Approved 16 /1 /2023
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Keywords: financial services