Creating financial plans that adapt to your circumstances.

Welcome to PTC Financial Advice Ltd. We offer financial advice tailored specifically to your personal and business requirements. We are based in Larbert and have expanded our client base over the last 5 years to include the length and breadth of the UK.

We believe in establishing and maintaining long term relationships with our clients, our highly skilled advisors will deliver essential support through every stage of your financial life and beyond.

Our overall aim is to ensure that all life transitions towards and into retirement are smooth and successful.

We are authorised and regulated by the Financial Conduct Authority, and are committed to continuous professional development within our firm.

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Investment Advice

Investment Advice

There are a number of ways to achieve a better return on your savings, but the range of options can…

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Investment Advice

Life Insurance and Critical Illness Cover and Protection

Life Insurance and Critical Illness Cover and Protection

It is all too common that we put off arranging our personal protection and health insurance until it’s too late.…

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Life Insurance and Critical Illness Cover and Protection

Mortgage, Equity Release & Long-term Care

Mortgage, Equity Release & Long-term Care

The process of successfully securing a mortgage is one of the biggest and most important decisions you will ever make.…

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Mortgage, Equity Release & Long-term Care

Pensions, Annuity and Drawdowns

Pensions, Annuity and Drawdowns

It can be difficult to decide what to do with regards to retirement and pension planning. We can help you…

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Pensions, Annuity and Drawdowns

Prudential
Aegon
Vitality
Old Mutual
Scottish Widows
Legal & General
Aviva
Investec
Royal London
Jupiter
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