We help individuals and businesses plan ahead.

As Financial Planners, our goal is to provide you with clear and concise advice, tailored to your specific needs, to help you achieve your financial objectives.

Services for individuals
Services for businesses

Services for Individuals

Financial Planning

Financial planning is an increasingly important part of life and it is essential in ensuring that you or your business have the best chance of achieving your goals.

Retirement Planning

Planning for retirement is about more than just saving – it’s about creating the lifestyle you want in the years ahead.

Investment Planning

Whether your savings come from income, inheritance, or a windfall, a clear investment plan can help you use them wisely.

Retirement Planning Guide

Our free retirement guide will help you start the planning process, whilst taking a look at the income you’ll need, the pension options available to you at retirement and how you could make use of investments to support your lifestyle.

Download

Services for Businesses

Workplace Pensions

Pensions are now an integral part of an employee’s benefit package, and our experience indicates that employers who engage in a structured pension review process can benefit in multiple ways.

Business Protection

Business Protection helps look after your company’s financial future against the unexpected loss of a business owner or key person.

Group Life Insurance

Group Life insurance is considered a foundation employee benefit and is one of the most highly valued by employees and their beneficiaries.

Workplace Pension & Employee Benefits Guide

Unlock the key to attracting and retaining top talent with our essential guide to enhancing and promoting your workplace pension and employee benefits.

Download

Latest Financial Planning Articles

If you’re anything like us, you’ll love to know what’s going on. Here’s what’s happening inside and outside of Henderson Loggie Financial Planning – news, views and insights.

Newsletter: December 2025 Posted
Event: Business Protection Planning Posted
Donald Trump and US Tariffs Posted
End of Tax Year Newsletter – March 2025 Posted
What ongoing support do you provide after the initial setup of a pension scheme? Posted
What is salary exchange? Posted

Client Testimonials

I have had the pleasure of working with Henderson Loggie Financial Planning for the last 6 years. My initial enquiry was with respect to planning my retirement; my plans changed several times, but Henderson Loggie Financial Planning handled it seamlessly, making sure I had all the information I required to make the right decisions at the right time.

It is always a pleasure to talk to my adviser and, most importantly, I trust their judgment. I am always impressed with the professionalism of the wider Henderson Loggie Financial Planning team.

Ms C MacInnes

Henderson Loggie Financial Planning provided a series of bespoke pension clinics for our people. They delivered a first-class service, travelling around the UK to visit all of our office locations and later meeting demand via virtual sessions.

The feedback received has been amazing! Our staff have been very grateful for the opportunity of such a benefit and also acknowledged the professional service received from the IFAs.

DC Thomson & Co Ltd.