Helping you manage your finances

Looking for a professional financial adviser?

Choose Alan Donald & Company Ltd, for advice in a wide range of financial areas.

For more information or to speak to a financial adviser please feel free to give us a call.

We are able to advise and provide solutions to a range of areas:

  • Life assurance
  • Pensions planning
  • Investment advice
  • Long term care
  • Tax planning

InvestmentsAs financial advisers we are here to help you choose the right investments in order to help you meet your objectives.

Sensible investment planning revolves around understanding what your investment aims are. We are here to assist you in determining what investment strategy is appropriate for your needs and which is best suited to your investment attitude and tax position.

Life AssuranceThe aim of life assurance cover is to provide money for people who financially depend on you. This type of cover is recommended depending on your circumstances. For more information please feel free to contact us.

Pensions
Pensions are financial tools whose purpose is the provision of money in retirement. We can help you assess your expected income and discuss whether it will be sufficient for your needs and look at ways of maximising it. For more information please feel free to contact us.

Taxation
Many people pay too much tax or miss opportunities to reduce it. You should have your position reviewed if:

  • You have investments, pay higher rate income tax or run your own business
  • You're married and one of you is in a higher rate tax bracket
  • You or your partner came from overseas

Long Term CareFor Long Term Care we usually act as introducers only.

The Financial Conduct Auth ority does not regulate some forms of tax planning and offshore products.

 Alan Donald & Company Ltd

Need advice on savings and investments? Call Alan Donald & Company Ltd on
01442 822 999

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