Why us?
Our core values
Trustworthy
Trust is at the heart of financial planning and we work hard to ensure you feel confident about your future.
Team approach
As a team, we all work together to arrive at the best possible solution for your specific circumstances.
Client focused
Our commitment to clients is a top priority and we stay in touch for the duration of your journey.
High-level service
We will never lose our personal touch or go off-piste. The service you receive now will continue for years to come.
From our commitment to our local community to our independent and team based approach to serving our clients’ best interests, there is a lot that sets us apart from other businesses and makes us proud to say we’re 57 North.
We’re independent
As an independent firm, we offer a range of financial products from across the whole market and provide independent, unbiased and unrestricted advice based on what we consider to be in your best interests, not our own.
The phrase “independent financial adviser” (IFA) cannot be used by anyone who does not follow those principles. “Restricted” advisers can only recommend certain types of products or products from a limited number of providers.
Our strong client-focused ethos
We have a set of core values that place our clients at the heart of all we do. We believe in the personal touch. Our friendly, welcoming team remains available for our clients and in regular communication for the duration of your journey with us.
We know that being trusted is a privilege. Why not have a quick scroll through our client testimonials on VouchedFor, the UK’s largest customer review site for professional services?
We’re local
It’s in our name! We’re located on the latitude of 57°N and are proudly rooted in this part of Scotland, with the vast majority of our clients coming from Inverness, Aberdeen, Orkney, the Western Isles and the Highlands.
We are, of course, very happy to work with clients further afield.
We’re here for you, for the long term
We’re delighted to say that when we created 57 North, we put down roots. We are fully committed to the highest standards of practice, serving communities across Scotland and continuing to invest in our practice and our people.
Our team is made up of individuals who will be in the profession for many years to come. We look forward to thriving and growing alongside the businesses and families we serve.
Cutting-edge technology
We invest in cutting-edge, industry-leading technology to ensure our clients have access to all the benefits technology can bring to the financial planning journey.
This includes providing clients with a secure online portal to upload documents and keep an eye on investments. We also utilise cashflow planning software to visualise your future.
Our Team Approach
We believe that working as a team on all client cases allows us to arrive at the best possible solution. It also ensures that, if for whatever reason, your planner isn’t available, clients have the safe knowledge that all other planners will be well versed on their circumstances/situation and so will be able to pick something up straight away.
See what our clients say
I was coming up to retirement and didn’t know what to do or what my options were. Daniel was excellent at explaining my current situation and how I could retire. It’s been an excellent service, and I couldn’t have done it without him. Great value for money.
Daniel calmly took me through the various scenarios and offered up a solution that met both my immediate, medium- and long-term requirements.
Daniel showed me ways to save and invest my money properly while still having enough to live an active life.
Daniel has assisted with all aspects of financial planning for retirement. We have found Daniel very approachable and have received very prompt and detailed responses to the advice we have sought from him.
I was looking to save for the future by investing my money in stocks and shares. Daniel and the team provided great support and guidance with my investment portfolio.
I would highly recommend your firm. I appreciate so much your liaising with other professionals such as lawyers and accountants on my behalf. I could not have managed without your whole team. Thank you all so much.
Expertise in financial management, a proven record of success, professionalism and trustworthiness.
Very easy to speak to and fairly simplistic and straightforward approach to financial planning. We have already recommended you to several friends.
I always feel confident that whatever advice I receive, it has been carefully considered to suit my individual circumstances. It is also comforting to know that if I have any worries I can pick up the phone and someone will be happy to help me.
How can we help?
Start your conversation with us here. We look forward to hearing from you.
57 North Financial Planning is authorised and regulated by the Financial Conduct Authority. The FCA number is 1007217. Registered in England & Wales. Company number: 14383254. Registered office: 1st Floor, 11 Freeport Office Village, Century Drive, Braintree, Essex, CM77 8YG.
If you wish to register a complaint, please email office@57northfp.com or write to us at: 57 North Financial Planning, The Green House, Beechwood Business Park, Inverness, IV2 3BL. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service or by contacting them on 0800 0234 567.
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