Stewart Hastie Asset Management Ltd, Glasgow

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updated on 10/04/2020

Official Data

Official Name
STEWART HASTIE ASSET MANAGEMENT LIMITED
Reg. office address
17 ELMBANK STREET, G2 4PB, GLASGOW, Glasgow City Scotland
Company Number
SC368728
Jurisdiction
Scotland
SIC Code
66220 - Activities of insurance agents and brokers
Date of Incorporation
18 Nov 2009
Company Type
Private Limited Company

Description

Independent Financial Adviser firm, providing high quality independent financial advice to business owners and to their businesses.


Company description
Stewart Hastie Asset Management Limited are Independent Financial Planners, not product sellers. Rather than being transactional, we are consultative, which means we work closely with our clients to help them achieve their financial goals. We specialise in creating strategic taxation, investment and pension portfolios for private clients and charities. The focus of the work we do is to form long-term relationships with our clients, during which we will work with you to help plan and organise your financial future and realise your goals.
We also assist in the active management of our clients investments via our portfolio management service. For private clients who have as yet not retired the aim of the reporting process and strategy will be to provide structure by creating a financial plan which details when (based on your balance between saving and investment) you will become financially independent and can retire or even to facilitate a career change. For clients who have retired the financial plan will be focussed more on maintaining that hard earned financial independence by managing portfolio risk, using asset allocation and risk profiling tools.
At all times all strategies are linked with taxation planning which will look at income tax, inheritance tax and capital gains tax mitigationwherever possible. All clients receive a holistic assessment which culminates in us providing a report which looks at all areas of potential advice before any specific advice is given to ensure we fully understand every facet of your personal circumstances. Life Style Financial Planning Strategic Investment Planning and Portfolio Restructuring Estate Planning & Inheritance Tax Mitigation Income Tax and Capital Gains Tax Planning Retirement Planning & Pension Advice Life, Health & Income Protection Planning Mortgage Finance Employee Benefits Business Mentor & Finance Director Service As our company has grown, we have been conscious of evolving and developing our business model to su
Keywords:
Financial Planning, Insurance Agents, Financial Advisory, Independent Financial Advisers, Financial Advisors, Financial Consultants, Financial Advice, Cash Flow Management, IFA, Life Assurance, Assurance, Financial Planners, Corporate Advice, Keyman Insurance, Shareholder Insurance, Long-Term Disability Insurance, Insurance, Investment Advice, Health Insurance, Private Medical Insurance, Taxation Advice, Financial Services, Employee Benefits, Mortgages, Tax Planning, Pensions, Corporates, Death-in-Service Benefits
Services
Business Consultants
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