TRUST
advice
protect
ABOUT
The Ailsa Partnership Ltd Offer a bespoke, modern service tailored to our clients’ needs and objectives.
We get to know our clients and maintain close relationships with them.
We provide a comprehensive review across various financial areas such as Pensions, Protection, Investments, Tax Planning.
Being Independent ensures that we are able to meet your needs without bias as we are not restricted to certain companies or products in our recommendations.
See the “WHAT WE OFFER” section for details on how we may be able to help you achieve your goals and aspirations.
WHAT WE OFFER
Your needs and your families needs change over time, presenting different opportunities and challenges. At THE AILSA PARTNERSHIP our role is to help you understand your life goals and set out a financial plan to help you realise them, bringing clarity, direction and purpose.
CURRENT POSITION
Assessing your current financial situation, needs, assets and liabilities.
PROTECTION PLANNING
Income protection, mortgage protection, life and critical illness cover.
INVESTMENT PLANNING
From ISA's to offshore investments, in accordance with your attitude to risk.
TAX PLANNING
Minimising your tax, maximising your potential.
ESTATE PLANNING
Making sure you keep more of what you have worked hard to build up over the years.
LONG TERM CARE PLANNING
As one of the few advisers able to provide advice in this area, we will sit down and help structure a plan to offer peace of mind and comfort for you and your loved ones.
RETIREMENT PLANNING
Reviewing your existing arrangements to ensure your can live comfortably in retirement.
"Making your dreams become reality"
The knowledge and experience gained over the last 30+ years in the industry, working with providers, corporate and individual clients has allowed Angus to take all the positive and good practices to tailor a client experience built on and guided by strong ethical & moral principles. Angus believes that client relationships are developed over the years by providing a professional, approachable service built on trust.
ANGUS BUNTEN - DIRECTOR
"
CONTACT
THE AILSA
PARTNERSHIP
For any general inquiries, please fill in the following contact form:
Email communications are not secure and for this reason The Ailsa Partnership cannot guarantee the security of the email, its contents or that it remains virus free once sent. We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please request our Privacy Policy from admin@theailsapartnership.com
