Amanda Haggerty

Client Account Manager at Stewart Hastie Asset Management Ltd

Amanda Haggerty's Professional Contact Details

Email (Verified)

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Get Email Address

+44 141 221 7422

Location

Johnstone, Scotland, United Kingdom

Company

Stewart Hastie Asset Management Ltd

Person Seniority

manager

Amanda Haggerty's Current Company Details

Stewart Hastie Asset Management Ltd

Glasgow, Scotland, United Kingdom • 1 Employees

finance

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. The main areas in which we give advice to clients are as follows:- 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 We like to build up a good relationship with each of our clients, where we know them and where they know us and trust our approach. At the core of our ethos and philosophy is the client and we will focus at all times on the delivery of a first class service.

Founded Year

1996

Organization Website

stewarthastieam.co.uk

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