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Here at Clark Boyle Financial Services Ltd we are committed to providing clear, professional advice on a wide range of financial products – from pensions and investments to mortgages, insurance and tax planning – and to building long terms partnerships with our clients. This commitment means we are ideally placed to tailor our advice based on a detailed understanding of your financial circumstances as well as your short and long term financial goals.
Clark Boyle Financial Services Ltd was previously part of Clark Boyle Solicitors who have been providing trusted legal advice to individuals, families and businesses throughout Scotland for over 30 years. CBFS will continue to offer the same high quality advice and support to existing and new clients under the exciting new affiliation with Quilter Financial Planning which will further enhance the clients offerings and the wealth of experience we can provide.
Mortgages
We can deal with all aspects of lending enquiries offering you a personal approach. Our focus is on providing excellent service and using our expertise to find the most competitive rates from the mortgage market. We can handle every element of your enquiry from application to completion to take the stress out of the mortgage process. We retain a close connection with Clark Boyle Solicitors which can assist in ensuring that the whole house purchase or remortgage process runs smoothly from start to finish.
Pensions, Insurance and Wealth Management
We provide tailed advice based on your financial position, goals and long term aspirations. Whether you are building wealth, approaching retirement or reviewing existing pensions, our aim is to deliver clear, structured guidance that gives you confidence and control over your financial future. We will take the time to understand what really matters to you – family, security, freedom and then build a plan to achieve your goals.
1
We meet together to discuss your personal circumstances and your current financial situation.
2
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
5
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.