AB1 Financial Planning

A Comprehensive Approach to Financial Planning in Edinburgh

At AB1 Financial Planning Ltd, we believe in empowering individuals and businesses to achieve financial freedom and build a secure future. Founded on the principles of integrity, transparency, and personalized guidance, we offer a comprehensive range of financial planning services tailored to your unique needs.

Meet Our Founder: Alistair Blyth FPFS

Alistair Blyth, the Founder and Director of AB1 Financial Planning Ltd, has over 33 years of experience as a Financial Adviser. He is a highly recognized expert in various financial planning areas, including pension planning, investment portfolio design, and later life planning. Recognized as a Fellow of the Personal Finance Society (FPFS), Alistair has received numerous accolades and awards for his unparalleled knowledge and expertise.

Our Services

Our team of experienced financial planners offers a comprehensive array of services to cater to diverse needs:

Personal Financial Planning

• Comprehensive financial review and goal setting
• Investment planning and portfolio management
• Retirement planning and pension reviews
• Estate planning and inheritance guidance
• Tax planning and wealth preservation strategies

Business Financial Planning

• Business succession planning
• Cash flow management and budgeting
• Employee benefit plans
• Retirement planning for business owners

Our Approach

We prioritize understanding your individual situation and goals before creating a tailored financial plan. We take a collaborative approach, working alongside you every step of the way. We explain complex financial concepts in clear, jargon-free language and provide regular updates and progress reports.

Our Beliefs

• Client-centered: Your needs and goals are our top priority.
• Integrity: We adhere to the highest ethical standards and transparency.
• Empowerment: We believe in providing you with the knowledge and tools to make informed financial decisions.

Contact Us Today

If you are seeking experienced and personalized guidance to achieve financial stability and security, contact AB1 Financial Planning Ltd today. We look forward to partnering with you on your journey towards financial success.