57 North Financial Planning

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57 North Financial Planning

Helping you navigate your financial future Here are some things they've said about us:

⭐ "I would highly recommend 57 North.

Based on the line of latitude 57°N, we are an independent financial planning agency, working with clients across Scotland.

𝐓𝐫𝐮𝐬𝐭𝐞𝐝, 𝐜𝐥𝐢𝐞𝐧𝐭-𝐟𝐨𝐜𝐮𝐬𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠

We aren't just here to look after your money. We want to help you navigate through life's journey, accompany you and guide you to ensure your ambitions for long-term wellbeing and success are met.

𝐀𝐛𝐨𝐮𝐭 𝐲𝐨𝐮

Whatever stage of lif

e you’re at, you’ll get support from qualified advisers who are truly invested in your financial goals.

🤝 Actively retired
🤝 Business owners
🤝 Approaching retirement
🤝 Professional connections

𝐖𝐡𝐚𝐭 𝐨𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐬𝐚𝐲

With a rating of 4.7 out of 5 stars on VouchedFor, we'd say our clients are pretty happy. I appreciate so much your liaising with other professionals such as lawyers and accountants on my behalf I couldn’t have managed without your whole team."

⭐ "Expertise in financial management, a proven record of success, professionalism and trustworthiness."

⭐ "Very easy to speak to and fairly simplistic and straightforward approach to financial planning. We have already recommended you to several friends."

𝐆𝐞𝐭 𝐢𝐧 𝐭𝐨𝐮𝐜𝐡

Whatever financial issues you face, our friendly team will give you the guidance and reassurance you need and point you in the right direction.

📍 The Green House, Beechwood Business Park, Inverness, IV2 3BL

📧 [email protected]

📞 01463 211311

17/07/2026

Do You Really Need Alternative Investments?

It's easy to think a more complex portfolio means a better one. In reality, that's not always the case.

Alternative investments like property, infrastructure and private markets can have a place, but only when they genuinely support your goals and your attitude to risk.

At 57 North, we believe in evidence-based investing. That means keeping things as simple as possible and only adding complexity where it adds real value. For many investors, a well-diversified portfolio of global shares and bonds is all they need to build long-term confidence and peace of mind.

16/07/2026

Stop chasing complexity.

A good investment strategy doesn't need to include everything.

Alternative investments can play a role in the right portfolio, but they're not a must-have for everyone.

At 57 North, we take an evidence-based approach, only considering alternatives where they genuinely support your goals, your risk profile, and your long-term financial plan. For many people, a well-diversified portfolio of global shares and bonds already provides the clarity, resilience, and peace of mind they need.

The right strategy isn't about adding more. It's about making sure every investment has a purpose.

09/07/2026

Plan as a couple, and you both make the most of what you've got.

When you're planning as a couple, it pays to plan together - not just financially, but tax-wise too. You each have your own allowances, your own tax bands, and your own access to pension and ISA opportunities.

At 57 North, we help you structure things in a way that feels fair, balanced, and efficient - keeping your long-term goals at the centre. Sometimes that means sharing investments more evenly, sometimes it's adjusting who holds certain assets, and sometimes it's simply reviewing your retirement income so you both stay in a sensible tax band.

It's about teamwork, clarity, and making sure you both benefit from the opportunities available.

📍 Honest, straightforward financial advice from the North.

07/07/2026

If you're building a life together, it pays to plan together.

When you're a couple, your finances aren't two separate stories - they're one shared plan. And that's especially true when it comes to tax.

You each have your own allowances. You each have your own tax bands. You each have access to pension and ISA opportunities. Used well, that's a real advantage - but only if you plan as a team.

At 57 North, we help you structure things in a way that feels fair, balanced, and efficient, with your long-term goals at the centre.

Sometimes that means sharing investments more evenly. Sometimes it's adjusting who holds certain assets. Sometimes it's simply reviewing your retirement income so you both stay in a sensible tax band.

It comes down to teamwork and clarity - and making sure you both benefit from what's available.

02/07/2026

Many pots. One clear plan.

If you've gathered a few pensions over the years, you're in good company. Most people have - an old workplace scheme, a personal pension, bits and pieces picked up along the way.

It's normal. It can also feel like a muddle.

Bringing things together doesn't mean losing flexibility. It means clearer decisions, easier income planning, and less to keep track of.

At 57 North, we go through each account with you - the costs, the features, the tax implications - and help you build a structure that actually makes sense for your life.
Simpler isn't just tidier. It's peace of mind.

30/06/2026

Scattered pensions aren't a mistake. They're just what a working life looks like.

Most people arrive at retirement with a handful of pots and investments picked up along the way - an old workplace scheme here, a personal pension there. It's completely normal. It can also feel like a bit of a muddle.

The good news: you don't have to leave it scattered, and tidying it up doesn't mean giving up flexibility.

At 57 North, we go through each account with you - the costs, the features, the tax implications, and how it all fits into your long-term plan. Then we help bring things together in a way that feels organised and manageable.

A simpler structure usually means clearer decisions, easier income planning, and a lot less stress.

The aim isn't just efficiency. It's peace of mind.

26/06/2026

You don't overhaul your house every year. You just keep it well maintained.

Your portfolio works the same way.

A structured annual review is a chance to check in, look at progress, and make sure your investments still match your goals and circumstances. Over time, some parts grow faster than others and a simple rebalance brings everything back into alignment, keeping your risk where it should be.

No drama. No emotional decisions. Just small, regular adjustments that add up to lasting peace of mind.

That's how we work at 57 North.

25/06/2026

A good portfolio doesn't need constant tinkering. But it does need regular attention.

Most clients benefit from a structured annual review - a chance to check in, look at progress, and make sure your investments still match your goals and your circumstances.

Over time, some parts of a portfolio grow faster than others. Rebalancing simply brings everything back into alignment, keeping your risk at the level that's right for you.

At 57 North, we build this into your long-term plan. It's calm, it's disciplined, and it takes the emotion out of the decision.

Think of it like maintaining a home: small, regular adjustments that keep everything safe and sound.

19/06/2026

"Don't put all your eggs in one basket" might be one of the oldest investment lessons around - and for good reason.

Diversification means spreading your investments across different areas, so you're not relying on any single company, sector or market to drive your success.

It's not about chasing the latest trend. It's about building a portfolio designed to weather different market conditions and support your long-term goals.

At 57 North, we believe in keeping investing simple, evidence-based and focused on what really matters: helping you move forward with confidence and peace of mind.

18/06/2026

Diversification isn’t about chasing the latest investment trend. It’s about building a portfolio that can weather different market conditions over time.

Put simply, it means not having all your eggs in one basket.

By spreading investments across different asset classes, sectors and regions, diversification can help reduce risk while keeping you focused on your long-term goals.

At 57 North, our investment approach is grounded in evidence, discipline and simplicity. It may not be flashy, but when it comes to long-term investing, that's often a good thing.

Address

The Green House
Inverness
IV23BL

Telephone

+441463211311

Website

https://57northfp.com/

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