Alex Philp
Member: Alex Philp
Contact Details
Telephone: 01292 479 556
Tel/Fax: 01292 475 454
Mobile: 07989 618 198
Suite 107
Fullarton House
4 Fullarton Street
Ayr
KA7 1UB
Who Am I?
Qualified accountant, member of the Personal Finance Society and Chartered Institute of Taxation with 34 years experience in the financial services industry.
Services I Offer
- a comprehensive advisory service on all aspects of individual financial planning including life assurance, pensions, investments, savings and taxation.
- relating to individuals and small to medium sized companies
- as an IFA I deal with whole of market, which means searching the complete UK market for the best terms available.
How I Operate
- I operate mainly in Ayrshire but have clients in Glasgow and Lanarkshire.
- I am mainly paid commission by the financial providers and charge fees where necessary
- at the first interview with a client I will usually do a complete review of their current financial situation
- annual reviews will be held thereafter
- my professional connections include Accountants, Lawyers and Stockbrokers in Ayr and Glasgow.
Regulatory
Alex Philp IFA is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority.
