James Robertson

: 54 Dewar Street, Dollar, FK14 7ES

: FCA Number: 599287

James Robertson, situated in the quaint town of Dollar, is a regulated FCA provider (No. 599287), offering reliable financial planning and advice. This trusted firm specializes in life investments, pensions retirement advice, and dedicated financial planning serving the greater Dollar area and beyond. They've built a reputation for their meticulous approach to financial matters, consistently delivering tailored advice to match individual needs. Their prime location on Dewar Street allows easy access to clients from surrounding regions, illustrating their commitment to offering comprehensive financial services to the wider community. Approachable and steadfast, James Robertson is an esteemed partner in managing your fiscal future.

Their team includes one financial adviser. Check FCA registration here.

James Robertson are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to James Robertson from the Motorway

From the M80, take a slight left onto the M876, following the signs for Kincardine Bridge, Falkirk, or Grangemouth. Please be aware that parts of this road may be closed at certain times or days.
Proceed to merge onto the M876/M9. At junction 7, exit onto the M876 in the direction of Kincardine Bridge. Continue onto South Approach Road/A876.
At the roundabout, take the second exit and continue onto A876. At the next roundabout, take the first exit onto A977. Subsequently, at the following roundabout, opt for the third exit and remain on A977.
Make a left onto Devon Road/B913, followed by another left onto Dewar Street. Your destination will then be situated on your right.

List of advisers under James Robertson:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.