New Staff Member

21-Aug-2009

We would like to welcome Robert Wilson to our team as a Technical Consultant.
Robert is a Chartered Accountant, and a Chartered Financial Planner, and brings a wealth of knowledge and experience to Christie Financial Planning Ltd.
He has over 20 years experience working for large professional firms in Glasgow,providing wealth management advice to private and corporate clients.
Robert will be providing technical support to the director, Mr.Paul Christie, and will be assisting him in continuing to provide a first class service to existing and new clients of the firm.

Welcome to our website

30-May-2008

Our new website aims to enhance the services available to our clients.

The following are just some of the many features that are available within our website:

Financial Calculators
Financial Glossary
Staff profiles and contact information
Life insurance guide
Pensions guide
Taxation advice
Mortgage information
Corporate information

Please browse our website and join our mailing list so that we can keep you notified of relevant financial news and about new enhancements to our website.

Your Investment Portfolio

1-Jan-2006

There are many types of investment, each of which have different structures, different tax treatments and investor implications. Contact us to find out what we offer.

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives.

Sensible investment planning revolves around understanding what your investment aims are.

Visit the "Investments" section of our website for links to investment research and access to number of Investment Calculators.

Retirement - Time to take it easy!!

1-Jan-2006

The time has long passed since anyone could maintain a reasonable lifestyle in retirement relying on the state retirement pension, and, with increased life expectancy, coupled with a lower percentage of the population in employment, the situation is unlikely to improve. This is why the government has encouraged people to secure their own future with a personal pension plan.

In many ways, pensions provide the most effective of all tax efficient investments. Contributions receive tax relief and income and capital growth within the pension are tax free. On retirement, a proportion of the accumulated fund can be taken as a tax free lump sum while the balance is use to purchase an annuity, guaranteed to pay a fixed or increasing sum.

Our "Calculator" section of our website provides some very useful tools to assist you in your Pension Planning. Please feel free to try out "What if" scenarios and if you get stuck, we are here to help you plan for retirement.

Our Client Services section has a "Review Form" and a "Pension Enquiry" form to make contact with us.