About Paterson Financial Planning Ltd

Our organisation is built on the trust of our clients, earning that trust through quality of service and advice.
Paterson Financial Planning is a family firm with experience of over 20 years. Our business has been built on a solid foundation of professional knowledge, word of mouth and the trust of all of our clients.Our aim is to provide a service that is not purely transactional but is one that offers a true 'cradle to grave' service. We will be there every step of your journey to ensure you have expert financial advice at those crucial moments where the correct financial decision is essential.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Group pensions
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • Equity release

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