Financial Adviser in Falkirk

Pension Investment Protection

David Young

Get in touch Call me back

Contact David Young


72 Halket Crescent

Enquiry form

Get in touch
I agree to receiving communications from Truly Independent. We will not give your information to third parties and you will have the option to unsubscribe from communications at any time

Please leave your details and we'll get back in touch as soon as possible.

Request a call back

Request a call back

I am an independent financial adviser in Falkirk, with almost 30 years’ experience in the financial services industry. I provide a fee based financial planning service with a key focus on investment planning, pensions, tax-efficient investments and Inheritance Tax planning.  As an IFA I am able to provide advice from the whole range of financial products.

I work with business owners and private individuals to help them plan a financially secure, comfortable and fulfilling retirement. It can often be the first time they have really considered their current net worth, future income streams in retirement and potential legacy.

Accruing wealth and capital for future income, demystifying the world of pensions, explaining pension income options at retirement and using the tax breaks still available are a core part of the advice delivered as holistic financial planning, in a clear, concise way.

I provide a personalised independent financial advice service in Falkirk and the surrounding areas, including but not limited to;

  • Grangemouth
  • Stenhousemuir
  • Polmont
  • Cumbernauld
  • Stirling
  • Kincardine
  • Kilsyth
  • Airth
  • Linlithgow

If you are looking for a financial adviser in Falkirk, please contact me to arrange your complimentary, no-fee, initial consultation.