STRUCTURED Financial Planning, an independent financial adviser based in the North-east of Scotland, is celebrating its 20th anniversary with a significant achievement.
The company has announced it now manages over £100m in pensions and investments for its personal and business clients.
Headquartered in Banff, with a second office in Banchory, the firm has seen consistent year-on-year growth.
It reaches this significant milestone as it continues to serve a broad client base across the region.
Structured Financial Planning specialises in helping clients prepare for a secure and fulfilling retirement, with expertise in pensions, savings, and investments.
It focuses on understanding the unique needs of those approaching retirement to ensure their financial plans align with their life goals.
The company is led by founder and director Richard Evans, who is based in Banff, and Neil Stewart, investment manager and financial adviser, who runs the Banchory office.
Both are supported by Ewen Grant, investment and adviser support, alongside additional administrative staff in both locations.
To accommodate growing demand, Structured Financial Planning is planning to recruit further staff in the new year.
Richard Evans said: “We are extremely pleased to have exceeded this £100m figure, and it’s a great way to mark 20 years in business.
“We pride ourselves on our personal approach, responding to every client’s needs on an individual basis and tailoring financial plans to meet their specific needs.”
Neil Stewart echoed this sentiment, highlighting the firm’s client-first approach:
He said: “Our clients have always been at the heart of everything we do, and we build long-term relationships with them, giving confidence that we will always do our best for them.
“This dedication has earned us their trust, providing them with peace of mind regarding their financial future whilst we manage their pensions and investments.”
