AKL Financial Management Ltd

Mortgage & insurance specialists in the Falkirk area, AKL Financial Management Ltd Ltd are the leading independent brokers where the client must come first.

We provide a friendly, personal and comprehensive service whether you are looking for a mortgage, investment, pensions, life assurance or insurance, we can offer you all the very best deals that are currently on the market from all of the leading companies.

AKL Financial Management Ltd have a wealth of experience in all of the following specialist fields:

• Mortgages
• Life Assurance
• Pensions
• Health Care
• Wills
• Equity Release
• General Insurance
• Funeral Plans
• Overseas Property
• Conveyancing
• Loans
• Investments

Initially we will help you plan your finances to achieve your short term goals yet our personal approach is all part of an ongoing realtionship where we, together, review your policies and financial situation to ensure your very best position in this volatile and fluctuating market.

For Financial Services, Mortgage & Insurance policy enquiries in the Falkirk area, please contact Alastair Livingstone in the first instance to arrange an appointment.

AKL Financial Management Limited is an Appointed Representative of Personal Touch Financial Services Limited which is authorised and regulated by the Financial Services Authority. 

Registered Address - 26 Loch Drive, Helensburgh, G84 8PY.  Registered in Scotland No. 357259

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

We do not normally charge a fee for mortgage advice however this will depend on your circumstances. If a fee is charged our typical fee is £295.

Some of the services/products shown are not or may not be regulated by the Financial Services Authority.

TO UNDERSTAND THE FEATURES AND RISKS ASK FOR A PERSONALISED ILLUSTRATION. AN EQUITY RELEASE PLAN WILL REDUCE THE VALUE OF YOUR ESTATE, WILL NOT BE SUITABLE FOR EVERYONE AND MAY AFFECT YOUR ENTITLEMENT TO STATE BENEFIT.

There will be a fee for Equity Release advice. The amount will depend on your ciscumstances. Our typical fee would be £895.

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Financial Services