Our personal financial services are provided by Condies Wealth Management Ltd, (CWM) a company jointly owned by Condies and Albannach Financial Management Ltd. Albannach's Head Office is located in Melville Street, Edinburgh and the company, with a team of around 50 has considerable experience in the Financial Planning industry. CWM adopts a holistic approach to financial planning, and through a combination of Condies accounting and tax expertise, and Albannach's knowledge of the insurance and investment markets, it is able to provide 'joined up' solutions to most problems.  
   

Not being tied to any one product provider allows CWM to provide completely impartial advice. The firm's highly qualified advisers recognise that each client's position is unique, and seek to find individual solutions, tailored to each client's specific financial needs.

CWM is an appointed representative of Albannach Financial Management Ltd which is authorised and regulated by the Financial Services Authority. The various personal financial services provided are as follows:

Life, critical illness and income protection
Locum insurance
Retirement planning
Long term care
Employee benefits
Mortgages
Personal wealth management
Funding for education
Regular and lump sum investment
Reducing income and corporation tax liabilities
Inheritance tax planning
 

Click here to visit the Condies WM section of the Associated Firms page
     

To find out about any of the personal financial services that can be provided, please feel free to contact Callum Reid direct on callum.reid@condieswm.co.uk or on 0131 622 4400. Alternatively visit the CWM's website at www.condieswm.co.uk.

This service is currently offered for:
GPs
Dentists
Pharmacies
Care homes

Nurseries

 

Locum-specific content

Entering self employment brings into focus many things but mostly "What will happen if I can’t work?"

"Who will look after my family?"

"How will I pay my mortgage?"

Our specialist advisors know only too well the pressure on you and will carry out a free/no obligation financial health check. They will let you know if any existing cover is sufficient to meet your obligations or if further cover is required to meet your new and changing needs such as buying property, getting married, having children or supporting elderly relatives.

Click here to contact one of our advisors.

  
   
     
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Condies - www.condie.co.uk Condies IT - www.condiesit.co.uk Condies Wealth Management - www.condieswm.co.uk Condies Strategy - www.condiesstrategy.co.uk