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The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate advice on tax planning.
Here is an interview William gave on BBC Radio Scotland where he
spoke with Fred MacAulay and Karen McKenzie about Cash
and Investment ISA’s
"I have introduced many clients of mine to Billy as I have complete trust in his professional ability." Tom Queen, Solicitor - Thomas Queen & Co. Dunfermline, Fife.Read more...
NOTE: I have been writing articles here since 2007 so please take note the date of the article, because obviously, things like laws or tax allowances etc may have changed since then.
I do try my best to keep up to date, but I'm only an humble advisor and there are hundreds of my financial articles here! Please call or email if you need to double check something. I'll gladly help.
Carnegie Asset Management Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www.fsa.gov.uk/register/) under references 440703 and 440718.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Carnegie Asset Management Ltd is a Limited Company registered in Scotland no. SC503161. Registered address: Scotia House Unit 5 Dickson Street, Dunfermline, Fife KY12 7SL.