We are proud to be specialists in providing

Face-to-face financial advice

Who we work with

We help people in Ayrshire and South West Scotland achieve their goals through holistic financial planning. Find out more about the type of clients we work with.

At retirement As you approach retirement, we can help give you confidence in your financial future. Read more

Post retirement We aim to provide you with financial peace of mind for this stage in life. Read more

Business owners We’ll help to align your business and personal finances and set you on a clear path forward. Read more

Professionals If you’re a professional or senior executive, we can help you build a roadmap for the future. Read more

Our clients

Everything we do is for the benefit of our clients. Hear from some of the people we’ve helped and the impact financial planning has had on their lives.

The pension Andy advised us to take was one that if anything happened to my husband, Ian, I would still get the full amount. Sadly, my husband died quite soon afterwards and if it hadn’t been for Andy’s advice, I am quite sure we might have taken a pension that ‘died’ with my husband. I am eternally grateful for the advice I received from Andy and firmly believe that if I hadn’t contacted him when I did, I might not be in the financial position that I am today.

Margaret

I wouldn’t like to think where we would be had we not took Anton’s advice on our retirement needs. We also have peace of mind knowing that we regularly review the plans we put in place with Anton to ensure they continue to meet our ongoing retirement needs.

Robert & Margaret

We have been clients of Strathayr Financial Services for many years and have recommended our adviser (Alan Long), to several of our friends and family members. Alan has always given us excellent service and we have been very happy with how our plans have performed.

Mr & Mrs Brown

It was the best decision we have ever made seeking advice from Strathayr as Andy has always looked after our money with our interests at heart. I have full confidence in any of the decisions which we have jointly made after Andy’s advice.

Mr & Mrs J Campbell

After a series of face-to-face meetings, Anton was able to provide me with a clear plan on how to meet my main objectives during my retirement, so I could look forward to this time rather than worrying about it.

James McCrindle

We have been very happy with the service provided by Alan and Strathayr as a whole. The Personal Finance Portal makes it easy to keep an eye on our investments and communicate with Alan. Our queries are always dealt with quickly and Alan is happy to arrange home visits when we are unable to make it into the office.

Steven & Pamela

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Meet the team

Our highly experienced team is committed to providing exceptional client service. Find out more about the people behind our business.

Alan Long

Partner & Financial Planner

Andrew Holland

Partner & Financial Planner

Anton Smith

Partner & Financial Planner

Jordan McCulloch

Independent Financial Adviser

Wendy Graham

Receptionist & Administrator

Contact us

Get in touch today to set up an initial chat with a member of our team. Simply give us a call, email us or leave a message using our contact form.

email [email protected]

local_phone 01292 266430

Strathayr Financial Services LLP is a registered company in Scotland. Registration number: SO300013. Registered office: 18 Miller Road, Ayr, Ayrshire, KA7 2AY. Authorised and regulated by the Financial Conduct Authority (FCA). Reference number: 400531. Strathayr Financial Services is a Limited Liability Partnership.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123

http://www.financial-ombudsman.org.uk

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