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1st Alliance Financial Planning is a family firm founded in 2005 by Fiona Donaldson and Ian Cope. We have over 30 years combined experience within financial services. Based in the picturesque market town of Strathaven, our team of advisers provide advice to both individuals and companies on all aspects of financial planning. We take a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritise objectives.
As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning, equity release or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities. We will then fully research the market to ascertain the most appropriate products for your needs.
We will discuss our recommendations with you in a follow up meeting and agree the most suitable way forward to assist you in achieving your objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.