Plan Your Future with Wylie & Bisset Financial Services

Whether you are an individual or a business, sound financial advice is necessary to ensure you plan for the future. When it comes to investment and pension planning you need to turn to trusted and experienced practitioners.

Wylie & Bisset Financial Services has been operating in the sector for many years, advising thousands of clients in that time. We have developed a strong reputation for practical, no-nonsense advice, which puts minds at rest and ensures smart financial planning for you, your family and business.

Our Independent Financial Services

Corporate

Wylie & Bisset Financial Services is overseen by Fraser Thomson, Managing Director, and Fraser McPhate, Director.

Says Fraser McPhate: “We provide a holistic and tailored personal service with a view to developing long term and lasting client relationships. Our advisers are all members of the internationally renowned Chartered Insurance Institute and the Personal Finance Society. I am a Fellow of the Personal Finance Society and a Chartered Financial Planner in line with the new Financial Conduct

We are acutely aware that making big financial decisions can be stressful, particularly when large sums, life savings and pension accruals are involved. We have expert advisers who have in-depth knowledge of the vast array of financial products available for personal and corporate clients.

As with all of Wylie & Bisset’s services, we offer a personalised, confidential and fully independent service. Our team is happy to visit clients at their home or place of work, as well as conducting meetings within our offices.

Professional Standing issued by the Chartered Insurance Institute, which is renewed annually, as per the regulations and for the protection of consumers.

“Fraser Thomson and I each have over 20 years’ experience as Independent Financial Advisers, and we abide by the strict code of conduct rules, both ethical and moral, of our professional body, the Personal Finance Society.”

* Wylie and Bisset Financial Services is a trading name of Fairstone Financial Management, who is authorised and regulated by the Financial Conduct Authority. Subject to status, written quotations available upon request. The Financial Conduct Authority does not regulate taxation advice. The Financial Conduct Authority does not regulate exit planning.

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