We are alternative Financial Planners providing holistic financial planning services to clients across the whole of Scotland.
Put it simply we help clients achieve the financial future they want through building meaningful and lasting relationship.
We cover all aspects of financial advice from protection to pensions, to investments to legacy and tax planning. We have market leading proposition that helps clients achieve the goals they set themselves and we have decades of experience of dealing with clients with different circumstances and financial goals in life.
Our offices are based in Kinross, but we have a strong connection to the Forth Valley, as our very own Alan Shand currently lives and lived in the area for most of his life. We are therefore keen to meet and engage with fellow chamber members, and help as many people as we can, due to our strong connections with the area.
Shand & Burns Financial Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.
SJP Approved: XX/XX/XXXX