At Mathieson Financial Services, we focus on meeting the financial needs and objectives of our clients, both individual and businesses.
We take great care in building long term relationships with our clients and not become a transactional business. This is key to our objective of ensuring our services and advice is personalised to each individual clients circumstances.
Located within the Inverurie suburb of Aberdeen, we are very well placed to meet clients in the centre of Aberdeen and Shire. We are able to accommodate clients in our own offices near Inverurie, our St. James’s Place offices in Aberdeen, your own workplace or home.
Over the years I have developed five key aims to my company:
- Meet people regularly
- Discuss their personal financial circumstances, needs and objectives
- Advise on a plan to meet these areas
- Develop our business relationship
- Grow our client base
With around 10 year’s experience in the financial services sector, alongside having access to key individuals of St. James’s Place for specialised advice in tax and trusts*, tax efficient investments and retirement planning, we feel Mathieson Financial Services is well placed to meet these aims.
Our business has grown and will continue to grow from existing clients recommending us to friends, colleagues and family alike. Therefore, ensuring we deliver on our service is a vital part to our business.
Full details of the services we can provide you as a client are detailed within the services page of our website. Should you wish to meet with us, we offer a no obligation financial review. Please feel to contact us directly or complete an enquiry form.
We pride ourselves in the level of service we deliver to our clients both from the first time we meet them, to clients we have worked with for many years. Please review our client testimonial page for details of clients who have personally recommended us.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.