Banff company Structured Financial Planning celebrates 20th anniversary
A business is celebrating multi-million success to mark its 20th anniversary.
Structured Financial Planning, which is headquartered in Banff, now manages more than £100 million of pensions and investments for its personal and business clients.
The firm, which has a second office in Banchory, has grown year on year to achieve its latest milestone, and now services a wide client base across the region.
It is led by founder and director Richard Evans in Banff and Neil Stewart, investment manager and financial adviser, who heads up the Banchory office.
They are supported by Ewen Grant, investment and adviser support, along with additional administrative staff in both offices.
The company plans to recruit additional staff in the new year to support current and predicted future growth.
Mr Evans said: “We are extremely pleased to have exceeded this £100 million figure and it’s a great way to mark 20 years in business.
“We pride ourselves on our personal approach, responding to every client’s needs on an individual basis and tailoring financial plans to meet their specific needs.”
Structured Financial Planning specialises in helping clients prepare for retirement.
With expertise in pensions, savings, and investments, it focuses on understanding the needs of those approaching retirement to ensure their financial plans support their life goals.
Mr Stewart said: “Our clients have always been at the heart of everything we do, and we build long-term relationships with them, giving confidence that we will always do our best for them.
“This dedication has earned us their trust, providing them with peace of mind regarding their financial future whilst we manage their pensions and investments.”
