Planwise Financial Services LTD
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- 3 Arniston Road, Dunfermline, KY11 8EU
Planwise Financial Services Ltd, located in Dunfermline, is a reputable firm in the financial sector. Regulated by the FCA (number 496478), our services range from life and investment planning to pensions retirement advice, and final salary pension transfers. We also provide comprehensive financial planning, supporting individuals in areas close to home and across surrounding regions. With an address on Arniston Road, we warmly welcome consultations. Planwise is known for being accommodating even for first-time investors, making complicated financial decisions simpler and more accessible. Trust us with your financial needs - we stand by our commitment to deliver regulated, tailored advice that aligns with your personal or family objectives.
Their team includes one financial adviser. Check FCA registration here.
Planwise Financial Services LTD are approved by the FCA to give advice on:
Directions to Planwise Financial Services LTD from the Motorway
- Proceed from the M90.
- Upon reaching Junction 6, opt for the A922 / A977 exit leading towards Kinross / Milnathort / Kincardine.
- Subsequently, merge onto M90.
- At Junction 3, take the A92 / A907 exit in the direction of Kirkcaldy / Glenrothes / Dunfermline.
- Arriving at Halbeath Junction, select the third exit onto Sanderling Way and traverse one roundabout.
- At the ensuing roundabout, choose the third exit onto Dunlin Drive and negotiate three further roundabouts.
- Execute a right turn onto Braemar Drive.
- Finally, make a left turn onto Arniston Road. Your destination will subsequently be located on your left.
List of advisers under Planwise Financial Services LTD:
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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.