Welcome To Talon Associates

We are a firm of Independent Financial Advisers (IFA) based in Glasgow, Scotland. Our independence means we can offer the best solutions for our clients rather than being tied to specific products. As a result we can always focus on delivering the perfect support and tailored services.

One of our core beliefs is that professional financial advice can add significant value for businesses and individuals alike. Therefore, choosing a financial partner is one of the most important decisions you will ever make. We want to ensure you have complete confidence in our skills and the fact we are working for you.

Our team is very highly experienced, possessing fantastic qualifications and broad knowledge in different areas. In addition we are authorised and regulated by the Financial Conduct Authority (FCA). We work to their code of best practice, sharing their commitment on protecting consumers and enhancing the market.

The main aim at Talon Associates is to provide solutions to help both individual and corporate clients achieve their goals. Our motivation is their long term prosperity rather than looking solely at the short term. Sustainability it one of the most important things we will look at.

The foundation for achieving the above is to build strong relationships with our clients and ensure we can adapt to suit their needs when they require it. Our excellent communication and clear, impartial advice, means working with us is a great experience. We can work effectively with accountants and solicitors too, becoming part of your team.

Although we can offer a wide range of services, our particular areas of expertise are Individual & Corporate Retirement Planning, Wealth Management, Estate & General Tax Planning, Family Protection, Business Protection and Mortgages.

On the corporate side of things we can work with various types of business, catering for family owned companies and corporations of all shapes and sizes. We can scale our services to suit any needs and always focus on careful planning and management.

What We Do

Retire

Individual Retirement Planning

The right time for pension planning is now. We can help you plan your long and happy retirement.

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Wealth Management

A complex choice faces today's Investor. With stock markets volatile and interest rates low, investing money to make a real return is not easy.

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Mortgages

Choosing the right mortgage is one of the biggest financial decisions you will make. So, whether you are a first-time buyer, re-mortgaging or simply moving up the housing ladder.

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Family Protection

If you have children or other financial dependents, then it’s important to consider how they will be financially looked after in the event of your demise or becoming ill.

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Corporate Retirement Planning

We help employers of all sizes, and in all sectors, make the right decisions to achieve their pension and benefits goals.

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Business Protection

Business Protection

Most small to medium sized firms are often unprepared in some areas of financial planning. In most cases business owners are happy to insure buildings and machinery.

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Estate Planning

Estate & Tax Planning

In these times of low interest rates reducing the tax you pay has never been more important. Tax considerations play a vital part in our advice process.

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Contact Us

For more information regarding any of our services please don't hesitate to contact us.

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