Leggatts Financial Services

Leggatts Financial Services is a team of experienced financial advisors based in Dingwall, the heart of the North of Scotland. We take pride in offering individual, tailored financial plans to help clients achieve their dreams and navigate financial challenges with confidence.

Who We Are

Our team comprises seasoned professionals with over 30 years of combined experience in financial planning, taxation, and investments. We are committed to providing straightforward, transparent advice based on your unique needs and circumstances.

Financial Planning

We provide comprehensive financial planning that covers all areas of your financial life, including:

• Savings & Investments: We guide you in building and maximizing your wealth through tailored investment plans and tax-efficient strategies.
• Pensions & Annuities: We assess your pension options and help you plan for a comfortable retirement.
• Protection: We review your insurance coverage to ensure adequate protection against unforeseen circumstances.
• Inheritance Tax Planning: We provide tailored strategies to mitigate Inheritance Tax and ensure your wealth is protected for future generations.

Areas of Expertise

We have extensive experience in:

• IHT Planning: Utilizing sophisticated tools and strategies to minimize Inheritance Tax liabilities.
• Pension Planning: Maximizing your pension contributions and understanding your options at retirement.
• Financial Planning in Case of Divorce: Guiding individuals through the financial implications of divorce and crafting a new financial strategy.

Our Approach

We believe financial planning should be a collaborative process. We take the time to understand your unique needs, goals, and concerns. We then work with you to develop a personalized plan that aligns with your vision for the future.

Our Values

Our core values guide every interaction we have:

• Individuality: We tailor our plans to your unique situation and goals.
• Transparency: We provide clear and concise explanations about your financial plan and fees.
• Accessibility: We are always available to answer your questions and address your concerns.
• Compassion: We treat each client with respect and understanding.