Contacts

Fraser Thomson- Managing Director

Fraser McPhate - Chartered Financial Planner

Mandy Graham - Adviser

Financial Services

Making fairly simple financial decisions can cause concern to many people, more complex decisions where larger sums are involved can potentially be highly stressful.

Appropriate financial advice can ease the stress and help to plan successfully for your future whatever it may hold.

Wylie & Bisset Financial Services have many years experience in all aspects of financial planning, advising both individual and corporate clients on either specific issues or more general holistic planning.

Our commitment is to provide a personalised, confidential and fully independent service centred on your needs with the aim of bringing structure to the future.

Our Services

Personal

  • Pension and retirement
  • Savings and investment
  • Inheritance Tax Planning
  • Life/Critical illness
  

Corporate

  • Company pensions
  • Employee benefits
  • Executive benefits
  • Corporate investment
  • Exit planning
  • Key-man/shareholder protection
  • Corporate finance

Thinking of buying a property in the UK through your pension scheme?
Thinking of buying a property abroad through your pension scheme? 

 

Wylie and Bisset Financial Services is a trading name of Professional Partners Limited, which is authorised and regulated by the Financial Services Authority. Your home may be repossessed if you do not keep up repayments on a mortgage. Subject to status, written quotations available on request.  The Financial Services Authority does not regulate taxation advice.
Registered in Scotland  211007

Next Event

The period leading up to the tax year on the 5th April is one of the best times to review your taxes and finances. Download our summary of the more important year-end tax tips to help you identify areas that should be considered

  Tax Planning Supplement - 2010

Budget 2010 Our comprehensive guide to the Chancellors Budget 2010 will be available on Budget Day.

Training Workshops Our internal audit team are currently offering a programme of training workshops. Click Training Workshops for more details.

Free Meeting Room Hire through Wylie & Bisset

Companies Act Implementation Oct 2008 - An outline of the changes

Capital Allowances The New Rules


Latest News

Thu 11 March
Pension schemes see fall in deficits

The shortfall in the funds held by the UK’s final salary pension schemes has declined significantly.


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