Tel: 01294 539267
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About Us

Who We Are

Financial Services Scotland Ltd is a team of fully qualified financial advisers based in North Ayrshire, covering the whole of Scotland. Financial Services Scotland was formed following the closure of the Co-Operative Insurance homebased advisery service. With over 100 years of collective experience in financial services, we act solely in the best interest of the client at all times, offering our bespoke home based face to face advisory service. We do not act on behalf of any product provider, bank or insurance company.

The client experience is paramount and all our advisers pride themselves in building lasting professional client relationships. We aim to ensure our clients always view their wealth managers as their trusted advisers.
Personal Touch Financial Excellence Awards Finalist 2016
 Personal Touch Wealth Conference Awards Finalist 2016
 Personal Touch Wealth Conference Awards Finalist 2017
Personal Touch Wealth Conference Awards Winners 2017

What We Offer

  • Investments & Wealth Management
  • Pensions & Retirement Planning
  • Life & Business Protection
  • Mortgages
  • Home Insurance*
  • Inheritance Tax Planning

*Financial Services Scotland Ltd acts as a credit broker not a lender

 At Financial Services Scotland we provide advice on products and services from a large range of product providers. These providers are chosen after carrying out due diligence to ascertain financial strengths, customer satisfaction guarantees and the excellent products and services that they offer. We normally charge a fee for mortgage advice, however this will be dependent on your circumstances. Our typical fee is £495.

What We Do

At Financial Services Scotland we guarantee to provide you with a high quality service and we will ensure that you receive a wide range of financial planning services tailored specifically to meet your needs.

We recognise that every customer’s circumstances and objectives are different. Therefore, the more we get to know you, the more solutions we can recommend to help you achieve your financial goals, now, and as they change over time.

Our goal is your long term financial security and prosperity, whether that be through retirement planning and investment advice, or in securing a mortgage and protecting those close to you, we continually survey the market place to find solutions that are just right for you.

Our Mission Statement

We will ensure:
  • Professional and tailored personal advice from a fully qualified Financial Adviser
  • As a valued customer you will be treated fairly and impartially
  • That all information given to us will be treated sensitively and confidentially
  • All costs are explained and agreed, and the process is transparent
  • Information given to you is clearly explained without jargon
  • That we provide the highest commitment to regulatory and professional standards

Some of the products/services shown above are not regulated or may not be regulated by the Financial Conduct Authority.


Contact us

Financial Services Scotland Ltd.

1 Glebe Street
KA20 3EN

Tel: 01294 539267

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Financial Services Scotland Ltd is registered in Scotland, and is an appointed representative of Personal Touch Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Company No. sc408291. 1 Glebe Street, Stevenston, Ayrshire KA20 3EN.