Personal Financial Planning

We can't promise to realise all your hopes, dreams and aspirations but we can certainly map out the best financial strategy for you. Everybody is unique, so no solution will be the same and that is why we are so proud of our independence. By not being affiliated to any one investment or pension institution we can research the whole market and recommend the best strategy for you.

We take a holistic view of your circumstances. After all, everyone has different needs; maybe you are saving and investing for your own or your children’s future, planning for retirement, searching for the right mortgage or looking to ensure that you minimise your own tax or that your heirs avoid paying too much Inheritance Tax.

Innes Reid is founded on knowledge - knowledge of our clients, knowledge of the financial services market and knowledge of tax strategies.

Investments                                  Inheritance Tax Planning                   Pension Planning

                Income and Life Protection                                  Equity Release

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