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10
GETTING FINANCIAL ADVICE IS
THE FIRST STEPWHEN BUYING
A PROPERTY
Wallace Financial Planning Ltd
is situated in Haddington and offer a dedicated wealth
management service throughout East Lothian, Edinburgh and central Scotland.
Scott and Janey Wallace offer a high quality personalised advice service designed to provide
their clients with an effective overview to plan and review all their financial affairs and to
build and preserve their long-term prosperity.
Vitally important to wealth management is of course protecting what you have already built
up, or indeed, what you are trying to build up. It is recommended you review the potentially
serious financial consequences resulting from untimely death, contracting a critical illness or
the impact of disability or incapacity.
Working with carefully selected providers, they offer an extensive range of life cover, income
protection and corporate financial planning services.
They also provide a full range of tax efficient investment solutions, estate planning,
inheritance tax mitigation, effective retirement planning and general tax saving.
St. James’s Place
St. James’s Place is one of the UK’s leading wealth management organisations, managing
clients funds of £58.6 billion. Wallace Financial Planning Ltd is an associate partner of St.
James’s Place and as a client you will receive a personalised face to face advisory service, as
well as the backing and re-assurance of investing with an award winning FTSE 100 company.
Wallace Financial Planning Ltd have forged close links with other professional establishments,
including highly respected accountancy practices, law firms and stockbrokers giving their
clients a depth of resource and expertise.
For more information visit their website or make an appointment with one of their specialists
who will be more than happy to spend the time ensuring that you and your family have an
effective strategy in place to protect your wealth.
36 Market Street, Haddington, EH41 3JE
Tel: 01620 820 202
Email:
scott.wallace@sjpp.co.uk www.scottwallace.co.uk