Advanced Financial Planning

Advanced Financial Planning High quality pension, investment, trust & estate planning advice. Advanced Financial Planning Scotland Limited We're a local company with a proven track record.

Some of our clients have been with us for decades. Approved by The Openwork Partnership on 26/03/26.

🚶‍♂️‍➡️KILT WALK 2026🚶‍♀️Some of our team (Dale, Mhairi, Lizzie, Sarah, Amanda, and Fraser) are taking on the big challe...
03/04/2026

🚶‍♂️‍➡️KILT WALK 2026🚶‍♀️

Some of our team (Dale, Mhairi, Lizzie, Sarah, Amanda, and Fraser) are taking on the big challenge on Sunday 7th June 2026: an 18-mile walk from Banchory to Aberdeen.

To make it even more meaningful, they are raising money for CLAN.

If you are able to spare any change, no matter how small, they would be incredibly grateful for your support.

You can donate via their JustGiving page here:
https://www.justgiving.com/fundraising/dalekelly-1775048699888?utm_medium=FR&utm_source=EM

Wishing you all a very Merry Christmas!  Our office is now closed until Monday 5th January.
22/12/2025

Wishing you all a very Merry Christmas!

Our office is now closed until Monday 5th January.

17/12/2025
Introducing Ross Ratcliffe, our new Mortgage and Protection Adviser!We are proud to announce that Ross has been appointe...
07/02/2025

Introducing Ross Ratcliffe, our new Mortgage and Protection Adviser!

We are proud to announce that Ross has been appointed as a Mortgage & Protection Adviser!!

01/01/2025
Wishing you all a very Merry Christmas!  Our office is now closed until Monday 6th January.
24/12/2024

Wishing you all a very Merry Christmas!

Our office is now closed until Monday 6th January.

09/12/2024

Advanced Financial Planning is a trade name of Advanced Financial Planning Scotland Limited, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Well done to our Kiltwalkers who completed the 18 mile walk from Duthie Park to Banchory on Sunday👏🏻👏🏻Mhairi & Fraser we...
04/06/2024

Well done to our Kiltwalkers who completed the 18 mile walk from Duthie Park to Banchory on Sunday👏🏻👏🏻

Mhairi & Fraser were walking for The Archie Foundation
https://www.justgiving.com/team/afp

Tracy was walking for Sands, the stillbirth & neonatal death charity
https://www.justgiving.com/fundraising/tracyleiper-6619a5440ca5ab45c8297a36?utm_medium=proxy_fundraising&utm_content=tracyleiper-6619a5440ca5ab45c8297a36&utm_source=copyLink&utm_campaign=pfp-share

And Lizzie was walking for Crohn's & Colitis UK
https://www.justgiving.com/page/lizzie-harper-1716551865979?utm_medium=fundraising&utm_content=page%2Flizzie-harper-1716551865979&utm_source=copyLink&utm_campaign=pfp-share

Donations to these worthy causes are still being accepted using the links above.

A couple of our staff members’ families have benefited directly from the work that The Archie Foundation does and want t...
07/05/2024

A couple of our staff members’ families have benefited directly from the work that The Archie Foundation does and want to say thank you to them by completing the upcoming Kilt Walk in Aberdeen to fundraise for them.

The Archie Foundation fundraise tirelessly to provide the following services for Families in the care of Aberdeen Neonatal Unit and Children’s hospital:

• Financial Support
• Supporting Maternity and Neonatal Services
• Archie’s Child Bereavement Service
• Supporting Play and AHP Teams
• Specialist Training and Equipment
• Hospital Accommodation for parents and Families
• Child Friendly Environments

These services are vital for the families that are going through some of the toughest moments in their lives and the support received from The Archie Foundation is simply amazing.

If you would like to donate, please use the link below.

Help Fraser Edward raise money to support The Archie Foundation

Address

80 High Street
Inverurie
AB513XS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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